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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 | $547,868 | $155,833+251.6% | $124,693+339.4% | $167,536+227.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.44% | 17.98%-6.5pp | 5144.19%-5132.7pp | 478.82%-467.4pp |
| Employer contribution / active EE | $20,514 | $4,164+392.6% | $3,324+517.1% | $4,839+323.9% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $203,523 | $9,534+2034.8% | $7,494+2615.7% | $12,315+1552.7% |