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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 | $377,094 | $176,838+113.2% | $146,685+157.1% | $167,518+125.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 80.16% | 24.04%+56.1pp | 22.75%+57.4pp | 478.71%-398.6pp |
| Employer contribution / active EE | $33,170 | $5,161+542.7% | $4,137+701.8% | $4,838+585.5% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $20,328 | $13,262+53.3% | $10,281+97.7% | $12,312+65.1% |