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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 | $943,101 | $157,276+499.6% | $141,177+568.0% | $152,885+516.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.02% | 64.33%-44.3pp | 71.40%-51.4pp | 345.39%-325.4pp |
| Employer contribution / active EE | $30,976 | $5,262+488.7% | $4,736+554.1% | $4,763+550.3% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $39,164 | $12,123+223.1% | $10,263+281.6% | $11,598+237.7% |