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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 | $764,252 | $114,119+569.7% | $107,187+613.0% | $138,895+450.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 24.85% | 273.21%-248.4pp | 204.55%-179.7pp | 145.39%-120.5pp |
| Employer contribution / active EE | $12,500 | $4,059+208.0% | $3,782+230.5% | $4,194+198.0% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,667 | $10,024-23.5% | $9,162-16.3% | $12,562-39.0% |