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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 | $937,241 | $108,912+760.6% | $100,383+833.7% | $145,959+542.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.83% | 57.96%-45.1pp | 49.26%-36.4pp | 561.95%-549.1pp |
| Employer contribution / active EE | $9,419 | $4,423+113.0% | $3,944+138.8% | $4,661+102.1% |
| Participant deferral / active EE | $9,419 | $8,451+11.5% | $8,086+16.5% | $6,689+40.8% |
| Admin fee / account holder | $366,194 | $9,690+3679.0% | $7,900+4535.4% | $13,398+2633.2% |