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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 | $410,580 | $162,821+152.2% | $133,978+206.5% | $158,982+158.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.25% | 41.95%-28.7pp | 45.10%-31.8pp | 302.99%-289.7pp |
| Employer contribution / active EE | $19,021 | $4,976+282.2% | $3,919+385.3% | $4,763+299.4% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $77,579 | $11,742+560.7% | $8,930+768.7% | $11,252+589.5% |