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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 | $651,263 | $103,008+532.2% | $90,304+621.2% | $152,897+325.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.22% | 95.22%-81.0pp | 78.13%-63.9pp | 345.43%-331.2pp |
| Employer contribution / active EE | $40,141 | $3,139+1178.6% | $2,855+1306.0% | $4,764+742.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $50,894 | $6,175+724.2% | $5,354+850.6% | $11,599+338.8% |