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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 | $692,174 | $152,619+353.5% | $125,195+452.9% | $152,909+352.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.90% | 54.85%-31.0pp | 43.79%-19.9pp | 345.46%-321.6pp |
| Employer contribution / active EE | $23,873 | $4,947+382.5% | $3,866+517.5% | $4,764+401.1% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,606 | $13,437+31.0% | $9,704+81.4% | $11,601+51.8% |