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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 | $903,913 | $176,120+413.2% | $159,487+466.8% | $167,553+439.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.71% | 331.95%-321.2pp | 263.71%-253.0pp | 478.89%-468.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $52,000 | $7,752+570.8% | $7,354+607.1% | $6,343+719.9% |
| Admin fee / account holder | $4,584 | $12,561-63.5% | $10,804-57.6% | $12,316-62.8% |