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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 | $617,636 | $99,011+523.8% | $86,582+613.4% | $147,586+318.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.40% | 1312.75%-1297.3pp | 965.08%-949.7pp | 578.59%-563.2pp |
| Employer contribution / active EE | $53,000 | $3,132+1592.1% | $2,839+1766.5% | $4,876+986.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,405 | $5,709+152.3% | $4,904+193.7% | $10,886+32.3% |