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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 | $737,091 | $157,296+368.6% | $141,191+422.1% | $152,897+382.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.63% | 64.34%-47.7pp | 71.41%-54.8pp | 345.43%-328.8pp |
| Employer contribution / active EE | $19,968 | $5,262+279.5% | $4,736+321.6% | $4,764+319.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,259 | $12,125-48.4% | $10,264-39.0% | $11,599-46.0% |