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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 | $808,626 | $106,267+660.9% | $96,520+737.8% | $139,456+479.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 34.39% | 38.45%-4.1pp | 35.72%-1.3pp | 373.45%-339.1pp |
| Employer contribution / active EE | $50,000 | $4,105+1118.1% | $3,739+1237.4% | $4,753+952.0% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $14,742 | $7,882+87.0% | $6,733+118.9% | $11,407+29.2% |