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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 | $816,149 | $96,678+744.2% | $86,640+842.0% | $139,466+485.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.54% | 106.69%-85.2pp | 592.52%-571.0pp | 373.66%-352.1pp |
| Employer contribution / active EE | $23,625 | $3,265+623.5% | $3,024+681.2% | $4,754+397.0% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,388 | $6,410-47.1% | $5,616-39.7% | $11,409-70.3% |