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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 | $636,364 | $104,694+507.8% | $85,709+642.5% | $167,536+279.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 19.47% | 21.45%-2.0pp | 21.49%-2.0pp | 478.82%-459.3pp |
| Employer contribution / active EE | $7,143 | $3,337+114.0% | $2,619+172.8% | $4,839+47.6% |
| Participant deferral / active EE | $0 | $4,826-100.0% | $3,924-100.0% | $6,342-100.0% |
| Admin fee / account holder | $54,398 | $10,035+442.1% | $6,876+691.1% | $12,315+341.7% |