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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 | $443,370 | $96,236+360.7% | $133,698+231.6% | $80,959+447.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 15.72% | 28.74%-13.0pp | 580.90%-565.2pp | 35.67%-20.0pp |
| Employer contribution / active EE | $19,059 | $3,350+468.9% | $4,218+351.9% | $2,757+591.3% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,016-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,015 | $8,250-15.0% | $6,703+4.7% | $6,925+1.3% |