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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 | $630,193 | $183,592+243.3% | $155,574+305.1% | $145,877+332.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.39% | 61.37%-47.0pp | 64.87%-50.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,155 | $6,466-20.3% | $5,629-8.4% | $6,691-23.0% |
| Admin fee / account holder | $886,468 | $19,316+4489.3% | $15,914+5470.3% | $13,402+6514.4% |