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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 | $872,406 | $162,821+435.8% | $133,978+551.2% | $158,982+448.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.49% | 41.95%-30.5pp | 45.10%-33.6pp | 302.99%-291.5pp |
| Employer contribution / active EE | $27,500 | $4,976+452.6% | $3,919+601.7% | $4,763+477.4% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $79,343 | $11,742+575.7% | $8,930+788.5% | $11,252+605.2% |