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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 | $774,003 | $106,918+623.9% | $84,021+821.2% | $152,897+406.2% |
| Participation rate | 90.9% | 75.2%+15.7pp | 69.0%+21.9pp | 82.5%+8.5pp |
| Annual return | 18.74% | 105.01%-86.3pp | 71.32%-52.6pp | 345.43%-326.7pp |
| Employer contribution / active EE | $26,809 | $2,735+880.2% | $1,984+1251.4% | $4,764+462.8% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,295 | $8,288+60.4% | $6,102+117.9% | $11,599+14.6% |