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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 | $519,819 | $72,492+617.1% | $87,104+496.8% | $72,975+612.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 71.61% | 24.46%+47.2pp | 28.19%+43.4pp | 81.01%-9.4pp |
| Employer contribution / active EE | $9,267 | $1,894+389.3% | $2,521+267.5% | $2,440+279.8% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $34,324 | $5,055+579.0% | $7,491+358.2% | $5,124+569.9% |