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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 | $705,340 | $100,938+598.8% | $90,461+679.7% | $158,982+343.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.98% | 1727.20%-1714.2pp | 1294.76%-1281.8pp | 302.99%-290.0pp |
| Employer contribution / active EE | $10,630 | $3,691+188.0% | $3,264+225.7% | $4,763+123.2% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,561 | $6,510+16.2% | $5,617+34.6% | $11,252-32.8% |