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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 | $621,588 | $176,831+251.5% | $146,674+323.8% | $167,497+271.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.39% | 24.04%-10.6pp | 22.75%-9.4pp | 478.62%-465.2pp |
| Employer contribution / active EE | $26,462 | $5,161+412.7% | $4,137+539.7% | $4,838+447.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $24,246 | $13,261+82.8% | $10,280+135.8% | $12,310+97.0% |