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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 | $975,419 | $185,905+424.7% | $170,057+473.6% | $139,487+599.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.12% | 60.56%-47.4pp | 53.42%-40.3pp | 373.84%-360.7pp |
| Employer contribution / active EE | $21,321 | $7,597+180.6% | $6,790+214.0% | $4,755+348.4% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $7,844 | $15,397-49.1% | $12,826-38.8% | $11,407-31.2% |