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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 | $510,136 | $97,732+422.0% | $83,831+508.5% | $135,380+276.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 13.19% | 1287.56%-1274.4pp | 850.99%-837.8pp | 519.81%-506.6pp |
| Employer contribution / active EE | $8,328 | $4,222+97.2% | $3,631+129.3% | $4,779+74.3% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $45,715 | $6,675+584.9% | $5,479+734.4% | $10,828+322.2% |