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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 | $661,891 | $107,368+516.5% | $92,915+612.4% | $152,909+332.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.14% | 145.64%-128.5pp | 109.45%-92.3pp | 345.46%-328.3pp |
| Employer contribution / active EE | $25,264 | $4,222+498.3% | $3,653+591.5% | $4,764+430.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16,000 | $7,082+125.9% | $5,796+176.1% | $11,601+37.9% |