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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 | $935,566 | $115,814+707.8% | $101,275+823.8% | $158,982+488.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.82% | 56.16%-42.3pp | 46.48%-32.7pp | 302.99%-289.2pp |
| Employer contribution / active EE | $30,681 | $4,176+634.7% | $3,660+738.3% | $4,763+544.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,659 | $7,249-49.5% | $5,948-38.5% | $11,252-67.5% |