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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 | $471,596 | $104,694+350.5% | $85,709+450.2% | $167,536+181.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 16.43% | 21.45%-5.0pp | 21.49%-5.1pp | 478.82%-462.4pp |
| Employer contribution / active EE | $33,378 | $3,337+900.1% | $2,619+1174.7% | $4,839+589.8% |
| Participant deferral / active EE | $0 | $4,826-100.0% | $3,924-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,764 | $10,035-62.5% | $6,876-45.3% | $12,315-69.4% |