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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 | $510,106 | $209,428+143.6% | $178,498+185.8% | $158,950+220.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.32% | 188.78%-181.5pp | 151.09%-143.8pp | 302.91%-295.6pp |
| Employer contribution / active EE | $57,000 | $5,707+898.7% | $5,011+1037.5% | $4,762+1097.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $62,525 | $17,077+266.1% | $13,985+347.1% | $11,248+455.9% |