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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 | $540,894 | $78,707+587.2% | $117,861+358.9% | $70,126+671.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 22.44% | 23.30%-0.9pp | 335.11%-312.7pp | 73.15%-50.7pp |
| Employer contribution / active EE | $12,069 | $2,223+442.8% | $3,786+218.7% | $2,343+415.2% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $16,273 | $5,066+221.2% | $8,021+102.9% | $4,645+250.3% |