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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 | $505,499 | $112,933+347.6% | $90,970+455.7% | $158,982+218.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.02% | 215.82%-195.8pp | 134.60%-114.6pp | 302.99%-283.0pp |
| Employer contribution / active EE | $19,231 | $2,893+564.7% | $2,122+806.3% | $4,763+303.8% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,875 | $8,047-51.8% | $5,961-35.0% | $11,252-65.6% |