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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 | $366,650 | $81,476+350.0% | $102,383+258.1% | $80,925+353.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 161.36% | 25.59%+135.8pp | 24.94%+136.4pp | 35.65%+125.7pp |
| Employer contribution / active EE | $8,477 | $3,105+173.0% | $3,870+119.0% | $2,756+207.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,646 | $6,717-30.8% | $8,391-44.6% | $6,940-33.1% |