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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 | $686,640 | $166,131+313.3% | $164,975+316.2% | $145,877+370.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.14% | 100.37%-91.2pp | 70.12%-61.0pp | 551.28%-542.1pp |
| Employer contribution / active EE | $2,066 | $5,276-60.8% | $4,343-52.4% | $4,663-55.7% |
| Participant deferral / active EE | $4,030 | $6,962-42.1% | $6,033-33.2% | $6,691-39.8% |
| Admin fee / account holder | $220,008 | $16,648+1221.5% | $12,688+1634.0% | $13,402+1541.6% |