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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 | $953,333 | $184,000+418.1% | $162,185+487.8% | $152,909+523.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.83% | 150.80%-125.0pp | 115.61%-89.8pp | 345.46%-319.6pp |
| Employer contribution / active EE | $15,567 | $6,370+144.4% | $5,613+177.3% | $4,764+226.8% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $22,772 | $13,124+73.5% | $10,844+110.0% | $11,601+96.3% |