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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 | $907,895 | $109,967+725.6% | $97,197+834.1% | $145,877+522.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.86% | 244.27%-230.4pp | 75.47%-61.6pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,918 | $3,077-37.6% | $2,723-29.5% | $4,663-58.9% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $12,533 | $6,199+102.2% | $5,637+122.3% | $13,402-6.5% |