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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 | $948,707 | $127,790+642.4% | $106,554+790.4% | $167,553+466.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 88.13% | 33.88%+54.3pp | 26.80%+61.3pp | 478.89%-390.8pp |
| Employer contribution / active EE | $32,400 | $3,427+845.3% | $2,819+1049.3% | $4,840+569.5% |
| Participant deferral / active EE | $1,803 | $5,088-64.6% | $4,398-59.0% | $6,343-71.6% |
| Admin fee / account holder | $335,188 | $11,231+2884.6% | $7,408+4424.5% | $12,316+2621.5% |