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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 | $826,320 | $129,737+536.9% | $119,126+593.7% | $154,746+434.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 23.25% | 379.08%-355.8pp | 282.11%-258.9pp | 172.34%-149.1pp |
| Employer contribution / active EE | $10,000 | $4,375+128.6% | $4,034+147.9% | $4,379+128.4% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,353 | $11,961-13.4% | $10,693-3.2% | $14,365-27.9% |