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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 | $795,026 | $107,341+640.7% | $92,897+755.8% | $152,870+420.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.95% | 145.59%-120.6pp | 109.42%-84.5pp | 345.34%-320.4pp |
| Employer contribution / active EE | $50,790 | $4,221+1103.2% | $3,653+1290.4% | $4,763+966.4% |
| Participant deferral / active EE | $0 | $4,847-100.0% | $4,238-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,108 | $7,080-56.1% | $5,794-46.4% | $11,597-73.2% |