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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 | $949,165 | $124,324+663.5% | $111,303+752.8% | $167,497+466.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.08% | 37.44%-23.4pp | 54.66%-40.6pp | 478.62%-464.5pp |
| Employer contribution / active EE | $6,470 | $3,436+88.3% | $2,731+136.9% | $4,838+33.7% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,488-100.0% | $6,341-100.0% |
| Admin fee / account holder | $42,443 | $10,620+299.6% | $7,965+432.9% | $12,310+244.8% |