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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 | $413,277 | $203,483+103.1% | $152,473+171.0% | $167,536+146.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 9.72% | 13.80%-4.1pp | 757.59%-747.9pp | 478.82%-469.1pp |
| Employer contribution / active EE | $11,491 | $5,219+120.2% | $4,326+165.6% | $4,839+137.5% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,817-100.0% | $6,342-100.0% |
| Admin fee / account holder | $87,577 | $22,521+288.9% | $15,811+453.9% | $12,315+611.2% |