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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,641 | $99,994+213.7% | $146,647+113.9% | $85,851+265.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 29.31% | 18.93%+10.4pp | 22.75%+6.6pp | 318.63%-289.3pp |
| Employer contribution / active EE | $24,404 | $2,559+853.6% | $4,137+489.9% | $2,565+851.2% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $17,369 | $7,703+125.5% | $10,281+69.0% | $6,261+177.4% |