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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 | $277,558 | $100,060+177.4% | $149,721+85.4% | $70,126+295.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 33.46% | 27.46%+6.0pp | 1501.67%-1468.2pp | 73.15%-39.7pp |
| Employer contribution / active EE | $21,429 | $3,661+485.3% | $5,444+293.6% | $2,343+814.8% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,357 | $8,285-59.5% | $11,282-70.2% | $4,645-27.7% |