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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 | $605,317 | $88,672+582.6% | $105,223+475.3% | $82,448+634.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 30.04% | 30.86%-0.8pp | 180.65%-150.6pp | 41.64%-11.6pp |
| Employer contribution / active EE | $11,874 | $3,048+289.6% | $3,689+221.9% | $2,551+365.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,818 | $7,146-4.6% | $8,859-23.0% | $7,234-5.8% |