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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 | $100,139+494.7% | $85,187+599.1% | $145,884+308.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.69% | 84.15%-65.5pp | 66.67%-48.0pp | 551.85%-533.2pp |
| Employer contribution / active EE | $6,216 | $3,238+92.0% | $2,732+127.5% | $4,662+33.3% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15,889 | $7,262+118.8% | $6,162+157.9% | $13,392+18.6% |