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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 | $754,048 | $102,663+634.5% | $86,216+774.6% | $139,466+440.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 10.79% | 1924.52%-1913.7pp | 1169.42%-1158.6pp | 373.66%-362.9pp |
| Employer contribution / active EE | $40,904 | $3,035+1247.9% | $2,382+1617.6% | $4,754+760.4% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,453 | $8,663-14.0% | $6,853+8.8% | $11,409-34.7% |