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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 | $498,395 | $144,130+245.8% | $117,861+322.9% | $147,586+237.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.02% | 531.20%-521.2pp | 335.11%-325.1pp | 578.59%-568.6pp |
| Employer contribution / active EE | $10,000 | $4,897+104.2% | $3,786+164.1% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19,741 | $10,887+81.3% | $8,021+146.1% | $10,886+81.3% |