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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 | $489,569 | $115,796+322.8% | $101,264+383.5% | $158,950+208.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.85% | 56.15%-45.3pp | 46.48%-35.6pp | 302.91%-292.1pp |
| Employer contribution / active EE | $28,678 | $4,175+586.9% | $3,660+683.6% | $4,762+502.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,518 | $7,247-65.3% | $5,947-57.7% | $11,248-77.6% |