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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 | $595,543 | $100,203+494.3% | $85,240+598.7% | $145,897+308.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.69% | 84.28%-65.6pp | 66.75%-48.1pp | 552.29%-533.6pp |
| Employer contribution / active EE | $6,216 | $3,242+91.7% | $2,735+127.2% | $4,663+33.3% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $15,889 | $7,265+118.7% | $6,165+157.7% | $13,390+18.7% |