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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 | $769,775 | $127,790+502.4% | $106,554+622.4% | $167,553+359.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.37% | 33.88%-18.5pp | 26.80%-11.4pp | 478.89%-463.5pp |
| Employer contribution / active EE | $49,097 | $3,427+1332.5% | $2,819+1641.5% | $4,840+914.5% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $47,846 | $11,231+326.0% | $7,408+545.8% | $12,316+288.5% |