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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 | $774,718 | $91,198+749.5% | $178,503+334.0% | $79,856+870.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.58% | 24.20%-13.6pp | 151.12%-140.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $48,214 | $3,257+1380.5% | $5,011+862.1% | $2,471+1851.0% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $59,267 | $6,748+778.3% | $13,987+323.7% | $5,306+1016.9% |