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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 | $476,019 | $77,145+517.0% | $108,410+339.1% | $85,856+454.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.56% | 44.54%-28.0pp | 905.34%-888.8pp | 318.58%-302.0pp |
| Employer contribution / active EE | $25,187 | $2,379+958.6% | $3,558+607.8% | $2,565+881.9% |
| Participant deferral / active EE | $13,831 | $5,566+148.5% | $6,562+110.8% | $3,952+250.0% |
| Admin fee / account holder | $2,224 | $5,172-57.0% | $7,296-69.5% | $6,261-64.5% |