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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 | $851,523 | $121,701+599.7% | $104,639+713.8% | $158,982+435.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 11.47% | 465.72%-454.2pp | 340.67%-329.2pp | 302.99%-291.5pp |
| Employer contribution / active EE | $30,524 | $3,165+864.3% | $2,682+1038.2% | $4,763+540.9% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,232 | $7,778+18.7% | $6,465+42.8% | $11,252-17.9% |