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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 | $885,338 | $176,402+401.9% | $134,155+559.9% | $158,950+457.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 2.41% | 63.66%-61.2pp | 36.34%-33.9pp | 302.91%-300.5pp |
| Employer contribution / active EE | $36,883 | $5,042+631.5% | $3,705+895.6% | $4,762+674.5% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $34,857 | $8,719+299.8% | $6,685+421.4% | $11,248+209.9% |