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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 | $319,922 | $92,766+244.9% | $82,763+286.6% | $134,545+137.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 22.82% | 946.97%-924.2pp | 702.45%-679.6pp | 418.37%-395.5pp |
| Employer contribution / active EE | $12,271 | $3,273+274.9% | $3,008+307.9% | $4,742+158.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $25,093 | $5,978+319.8% | $5,325+371.2% | $11,431+119.5% |