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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 | $747,769 | $185,225+303.7% | $142,898+423.3% | $167,536+346.3% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 9.69% | 8558.12%-8548.4pp | 5639.64%-5630.0pp | 478.82%-469.1pp |
| Employer contribution / active EE | $39,264 | $5,607+600.3% | $4,146+847.1% | $4,839+711.4% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,621 | $8,032-30.0% | $6,560-14.3% | $12,315-54.4% |