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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 | $715,021 | $159,934+347.1% | $147,005+386.4% | $145,959+389.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 43.24% | 98.24%-55.0pp | 418.76%-375.5pp | 561.95%-518.7pp |
| Employer contribution / active EE | $56,640 | $5,287+971.2% | $4,934+1047.9% | $4,661+1115.2% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $80,000 | $15,053+431.4% | $13,006+515.1% | $13,398+497.1% |