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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 | $599,729 | $103,008+482.2% | $90,304+564.1% | $152,897+292.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 11.69% | 95.22%-83.5pp | 78.13%-66.4pp | 345.43%-333.7pp |
| Employer contribution / active EE | $29,810 | $3,139+849.6% | $2,855+944.2% | $4,764+525.8% |
| Participant deferral / active EE | $4,071 | $4,281-4.9% | $3,885+4.8% | $5,851-30.4% |
| Admin fee / account holder | $349,165 | $6,175+5554.8% | $5,354+6421.7% | $11,599+2910.2% |