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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 | $594,051 | $106,008+460.4% | $92,240+544.0% | $147,586+302.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.25% | 50.05%-39.8pp | 176.29%-166.0pp | 578.59%-568.3pp |
| Employer contribution / active EE | $54,000 | $4,333+1146.1% | $3,680+1367.5% | $4,876+1007.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,423 | $6,333-61.7% | $5,194-53.3% | $10,886-77.7% |