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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 | $560,685 | $107,944+419.4% | $91,994+509.5% | $152,885+266.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 26.04% | 89.26%-63.2pp | 69.03%-43.0pp | 345.39%-319.3pp |
| Employer contribution / active EE | $12,716 | $4,210+202.0% | $3,452+268.4% | $4,763+167.0% |
| Participant deferral / active EE | $0 | $6,365-100.0% | $5,923-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,525 | $10,521+66.6% | $7,743+126.3% | $11,598+51.1% |