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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 | $555,657 | $96,678+474.8% | $86,640+541.3% | $139,466+298.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.76% | 106.69%-87.9pp | 592.52%-573.8pp | 373.66%-354.9pp |
| Employer contribution / active EE | $101,400 | $3,265+3005.2% | $3,024+3252.8% | $4,754+2033.0% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,769 | $6,410+21.2% | $5,616+38.3% | $11,409-31.9% |