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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 | $725,241 | $108,942+565.7% | $100,415+622.2% | $145,897+397.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.84% | 58.27%-45.4pp | 49.47%-36.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $22,063 | $4,422+399.0% | $3,943+459.6% | $4,663+373.2% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,276 | $9,702-66.2% | $7,906-58.6% | $13,390-75.5% |