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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 | $755,912 | $152,612+395.3% | $125,192+503.8% | $152,897+394.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.27% | 54.85%-38.6pp | 43.79%-27.5pp | 345.43%-329.2pp |
| Employer contribution / active EE | $19,231 | $4,947+288.7% | $3,866+397.4% | $4,764+303.7% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $25,433 | $13,437+89.3% | $9,704+162.1% | $11,599+119.3% |