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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 | $940,640 | $115,814+712.2% | $101,275+828.8% | $158,982+491.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $4,644 | $4,176+11.2% | $3,660+26.9% | $4,763-2.5% |
| Participant deferral / active EE | $12,707 | $4,958+156.3% | $4,371+190.7% | $5,983+112.4% |
| Admin fee / account holder | $2,386 | $7,249-67.1% | $5,948-59.9% | $11,252-78.8% |