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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 | $891,448 | $157,296+466.7% | $141,191+531.4% | $152,897+483.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.29% | 64.34%-39.1pp | 71.41%-46.1pp | 345.43%-320.1pp |
| Employer contribution / active EE | $3,827 | $5,262-27.3% | $4,736-19.2% | $4,764-19.7% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $64,818 | $12,125+434.6% | $10,264+531.5% | $11,599+458.8% |