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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 | $558,188 | $176,402+216.4% | $134,155+316.1% | $158,950+251.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 23.94% | 63.66%-39.7pp | 36.34%-12.4pp | 302.91%-279.0pp |
| Employer contribution / active EE | $28,500 | $5,042+465.2% | $3,705+669.3% | $4,762+498.5% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $24,869 | $8,719+185.2% | $6,685+272.0% | $11,248+121.1% |