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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 | $713,180 | $150,412+374.2% | $120,574+491.5% | $145,884+388.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.76% | 154.50%-139.7pp | 107.42%-92.7pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,000 | $4,355-54.1% | $3,471-42.4% | $4,662-57.1% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,385 | $12,224-47.8% | $9,445-32.4% | $13,392-52.3% |