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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 | $573,621 | $97,761+486.8% | $83,850+584.1% | $135,382+323.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.96% | 1287.44%-1280.5pp | 850.92%-844.0pp | 519.77%-512.8pp |
| Employer contribution / active EE | $4,536 | $4,222+7.4% | $3,631+24.9% | $4,779-5.1% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $43,736 | $6,674+555.3% | $5,478+698.3% | $10,829+303.9% |