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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 | $711,734 | $217,432+227.3% | $185,849+283.0% | $167,536+324.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 124.40% | 148.42%-24.0pp | 122.10%+2.3pp | 478.82%-354.4pp |
| Employer contribution / active EE | $31,827 | $5,875+441.8% | $5,169+515.8% | $4,839+557.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,554 | $19,818-87.1% | $16,244-84.3% | $12,315-79.3% |