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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 | $622,943 | $162,812+282.6% | $133,971+365.0% | $158,966+291.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.59% | 41.94%-28.4pp | 45.09%-31.5pp | 302.95%-289.4pp |
| Employer contribution / active EE | $25,435 | $4,976+411.2% | $3,919+549.1% | $4,762+434.1% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,092 | $11,741-82.2% | $8,929-76.6% | $11,250-81.4% |