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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 | $975,104 | $111,830+772.0% | $93,696+940.7% | $145,884+568.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.88% | 204.08%-186.2pp | 133.74%-115.9pp | 551.85%-534.0pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $48,698 | $4,920+889.8% | $4,417+1002.6% | $6,690+628.0% |
| Admin fee / account holder | $8,734 | $10,249-14.8% | $8,287+5.4% | $13,392-34.8% |