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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 | $568,581 | $135,645+319.2% | $110,243+415.8% | $135,380+320.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 7.27% | 513.24%-506.0pp | 314.76%-307.5pp | 519.81%-512.5pp |
| Employer contribution / active EE | $25,000 | $4,907+409.5% | $3,827+553.3% | $4,779+423.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,093 | $11,458+5.5% | $8,548+41.5% | $10,828+11.7% |