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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 | $723,905 | $63,346+1042.8% | $92,240+684.8% | $70,126+932.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 53.25% | 530.19%-476.9pp | 176.29%-123.0pp | 73.15%-19.9pp |
| Employer contribution / active EE | $5,503 | $2,471+122.7% | $3,680+49.5% | $2,343+134.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,772 | $3,841-27.8% | $5,194-46.6% | $4,645-40.3% |