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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 | $894,803 | $125,190+614.8% | $105,624+747.2% | $145,897+513.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.59% | 225.22%-206.6pp | 116.20%-97.6pp | 552.29%-533.7pp |
| Employer contribution / active EE | $8,333 | $3,720+124.0% | $3,168+163.1% | $4,663+78.7% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $27,778 | $17,138+62.1% | $10,961+153.4% | $13,390+107.4% |