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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 | $908,031 | $102,696+784.2% | $86,235+953.0% | $139,487+551.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.17% | 1925.91%-1910.7pp | 1170.03%-1154.9pp | 373.84%-358.7pp |
| Employer contribution / active EE | $66,000 | $3,034+2075.3% | $2,381+2671.9% | $4,755+1288.1% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $10,876 | $8,667+25.5% | $6,856+58.6% | $11,407-4.7% |