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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 | $809,065 | $142,430+468.0% | $115,170+602.5% | $152,897+429.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 14.53% | 41.48%-27.0pp | 35.60%-21.1pp | 345.43%-330.9pp |
| Employer contribution / active EE | $25,769 | $4,011+542.5% | $3,179+710.5% | $4,764+441.0% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,547 | $8,464-58.1% | $7,089-50.0% | $11,599-69.4% |