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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 | $863,109 | $134,817+540.2% | $123,973+596.2% | $155,188+456.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 22.38% | 515.49%-493.1pp | 388.13%-365.7pp | 148.84%-126.5pp |
| Employer contribution / active EE | $31,557 | $4,425+613.1% | $4,126+664.9% | $4,248+642.9% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $214,839 | $13,245+1522.0% | $11,799+1720.8% | $14,480+1383.7% |