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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 | $680,433 | $108,942+524.6% | $100,415+577.6% | $145,897+366.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.87% | 58.27%-38.4pp | 49.47%-29.6pp | 552.29%-532.4pp |
| Employer contribution / active EE | $2,405 | $4,422-45.6% | $3,943-39.0% | $4,663-48.4% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $438 | $9,702-95.5% | $7,906-94.5% | $13,390-96.7% |