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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 | $439,027 | $177,353+147.5% | $158,226+177.5% | $198,609+121.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 14.53% | 599.50%-585.0pp | 501.41%-486.9pp | 202.70%-188.2pp |
| Employer contribution / active EE | $11,441 | $3,239+253.2% | $2,986+283.2% | $5,055+126.3% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,347 | $10,960-60.3% | $10,217-57.5% | $19,030-77.2% |