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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 | $303,138 | $105,200+188.2% | $159,474+90.1% | $85,847+253.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.66% | 45.08%-31.4pp | 263.68%-250.0pp | 318.61%-304.9pp |
| Employer contribution / active EE | $10,662 | $3,319+221.3% | $4,831+120.7% | $2,565+315.6% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $117,894 | $6,934+1600.1% | $10,802+991.4% | $6,261+1783.1% |