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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 | $596,998 | $111,878+433.6% | $93,727+537.0% | $145,897+309.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.03% | 204.28%-191.2pp | 133.83%-120.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $21,154 | $3,092+584.1% | $2,421+773.6% | $4,663+353.7% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $64,277 | $10,256+526.7% | $8,292+675.2% | $13,390+380.0% |