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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 | $263,153 | $79,557+230.8% | $118,746+121.6% | $70,126+275.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 221.28% | 25.64%+195.6pp | 24.54%+196.7pp | 73.15%+148.1pp |
| Employer contribution / active EE | $3,849 | $2,861+34.5% | $4,193-8.2% | $2,343+64.3% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $63,609 | $5,374+1083.5% | $10,720+493.4% | $4,645+1269.3% |