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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 | $861,783 | $101,798+746.6% | $165,071+422.1% | $80,935+964.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 166.03% | 16.73%+149.3pp | 70.17%+95.9pp | 35.66%+130.4pp |
| Employer contribution / active EE | $29,964 | $2,954+914.2% | $4,347+589.2% | $2,757+987.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,663 | $8,221-67.6% | $12,695-79.0% | $6,924-61.5% |