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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 | $980,836 | $217,432+351.1% | $185,849+427.8% | $167,536+485.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.63% | 148.42%-130.8pp | 122.10%-104.5pp | 478.82%-461.2pp |
| Employer contribution / active EE | $22,386 | $5,875+281.1% | $5,169+333.1% | $4,839+362.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,465 | $19,818-92.6% | $16,244-91.0% | $12,315-88.1% |