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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 | $368,990 | $197,819+86.5% | $155,789+136.9% | $125,389+194.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 1.97% | 86.73%-84.8pp | 71.54%-69.6pp | 282.24%-280.3pp |
| Employer contribution / active EE | $25,954 | $4,850+435.1% | $3,839+576.1% | $4,866+433.4% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $71,316 | $9,544+647.3% | $7,477+853.8% | $9,541+647.5% |