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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 | $713,835 | $116,203+514.3% | $93,621+662.5% | $152,909+366.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 28.31% | 35.96%-7.7pp | 32.76%-4.5pp | 345.46%-317.2pp |
| Employer contribution / active EE | $15,940 | $3,219+395.2% | $2,719+486.3% | $4,764+234.6% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $27,012 | $10,751+151.3% | $7,890+242.4% | $11,601+132.8% |