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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 | $828,699 | $152,619+443.0% | $125,195+561.9% | $152,909+442.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.66% | 54.85%-32.2pp | 43.79%-21.1pp | 345.46%-322.8pp |
| Employer contribution / active EE | $16,364 | $4,947+230.7% | $3,866+323.3% | $4,764+243.5% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $24,243 | $13,437+80.4% | $9,704+149.8% | $11,601+109.0% |