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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 | $479,096 | $211,224+126.8% | $178,505+168.4% | $145,897+228.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.74% | 30.28%-21.5pp | 27.16%-18.4pp | 552.29%-543.5pp |
| Employer contribution / active EE | $26,851 | $4,577+486.7% | $3,955+578.9% | $4,663+475.9% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $225,082 | $12,109+1758.8% | $10,428+2058.5% | $13,390+1580.9% |