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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 | $887,315 | $176,105+403.9% | $159,474+456.4% | $167,536+429.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.35% | 331.91%-315.6pp | 263.68%-247.3pp | 478.82%-462.5pp |
| Employer contribution / active EE | $33,990 | $5,299+541.5% | $4,831+603.6% | $4,839+602.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $45,833 | $12,559+264.9% | $10,802+324.3% | $12,315+272.2% |