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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 | $699,629 | $109,372+539.7% | $89,414+682.5% | $158,966+340.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.26% | 345.55%-325.3pp | 245.50%-225.2pp | 302.95%-282.7pp |
| Employer contribution / active EE | $16,000 | $3,171+404.5% | $2,586+518.6% | $4,762+236.0% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $23,653 | $6,156+284.2% | $4,883+384.4% | $11,250+110.2% |