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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 | $127,762+502.5% | $106,545+622.5% | $167,497+359.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.37% | 33.87%-18.5pp | 26.80%-11.4pp | 478.62%-463.2pp |
| Employer contribution / active EE | $49,097 | $3,427+1332.8% | $2,819+1641.6% | $4,838+914.9% |
| Participant deferral / active EE | $0 | $5,087-100.0% | $4,398-100.0% | $6,341-100.0% |
| Admin fee / account holder | $47,846 | $11,226+326.2% | $7,407+545.9% | $12,310+288.7% |