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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 | $910,498 | $117,433+675.3% | $99,475+815.3% | $152,897+495.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 13.31% | 31.87%-18.6pp | 30.72%-17.4pp | 345.43%-332.1pp |
| Employer contribution / active EE | $56,000 | $3,013+1758.4% | $2,540+2104.7% | $4,764+1075.6% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $196,685 | $7,634+2476.4% | $6,252+3045.8% | $11,599+1595.6% |