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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 | $974,159 | $106,247+816.9% | $96,515+909.3% | $139,466+598.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.76% | 38.47%-13.7pp | 35.73%-11.0pp | 373.66%-348.9pp |
| Employer contribution / active EE | $34,318 | $4,106+735.8% | $3,740+817.7% | $4,754+621.9% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $25,394 | $7,885+222.1% | $6,735+277.0% | $11,409+122.6% |