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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 | $597,584 | $106,008+463.7% | $92,240+547.9% | $147,586+304.9% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 15.60% | 50.05%-34.5pp | 176.29%-160.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $32,988 | $4,333+661.3% | $3,680+796.5% | $4,876+576.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15,892 | $6,333+150.9% | $5,194+206.0% | $10,886+46.0% |