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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 | $816,696 | $109,905+643.1% | $98,506+729.1% | $167,553+387.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.03% | 1960.20%-1944.2pp | 1494.92%-1478.9pp | 478.89%-462.9pp |
| Employer contribution / active EE | $10,615 | $3,226+229.1% | $2,961+258.5% | $4,840+119.3% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $14,370 | $6,760+112.6% | $5,955+141.3% | $12,316+16.7% |