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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 | $682,095 | $124,324+448.6% | $111,303+512.8% | $167,497+307.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 23.63% | 37.44%-13.8pp | 54.66%-31.0pp | 478.62%-455.0pp |
| Employer contribution / active EE | $30,493 | $3,436+787.5% | $2,731+1016.5% | $4,838+530.3% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,488-100.0% | $6,341-100.0% |
| Admin fee / account holder | $4,642 | $10,620-56.3% | $7,965-41.7% | $12,310-62.3% |