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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 | $643,631 | $202,460+217.9% | $169,385+280.0% | $139,456+361.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.67% | 532.07%-518.4pp | 405.82%-392.1pp | 373.45%-359.8pp |
| Employer contribution / active EE | $2,330 | $4,691-50.3% | $4,012-41.9% | $4,753-51.0% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $29,000 | $10,719+170.6% | $9,011+221.8% | $11,407+154.2% |