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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 | $430,165 | $167,030+157.5% | $135,768+216.8% | $155,188+177.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.34% | 678.39%-665.1pp | 526.10%-512.8pp | 148.84%-135.5pp |
| Employer contribution / active EE | $22,503 | $4,132+444.5% | $3,394+563.0% | $4,248+429.7% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,710 | $8,172-79.1% | $7,048-75.7% | $14,480-88.2% |