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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 | $780,347 | $136,214+472.9% | $98,775+690.0% | $167,536+365.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 23.73% | 67.53%-43.8pp | 49.92%-26.2pp | 478.82%-455.1pp |
| Employer contribution / active EE | $9,000 | $2,631+242.0% | $2,067+335.3% | $4,839+86.0% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $3,035-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,155 | $5,031+2.5% | $4,076+26.5% | $12,315-58.1% |