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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 | $321,294 | $152,460+110.7% | $118,746+170.6% | $147,586+117.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 21.57% | 17.41%+4.2pp | 24.54%-3.0pp | 578.59%-557.0pp |
| Employer contribution / active EE | $27,000 | $5,046+435.1% | $4,193+544.0% | $4,876+453.7% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $566 | $16,953-96.7% | $10,720-94.7% | $10,886-94.8% |