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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 | $476,923 | $77,419+516.0% | $69,461+586.6% | $152,870+212.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 57.19% | 39.07%+18.1pp | 28.97%+28.2pp | 345.34%-288.2pp |
| Employer contribution / active EE | $20,119 | $3,315+506.8% | $2,779+623.8% | $4,763+322.4% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,850-100.0% |
| Admin fee / account holder | $21,956 | $6,207+253.7% | $3,840+471.8% | $11,597+89.3% |