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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 | $129,737+565.3% | $119,126+624.5% | $154,746+457.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 22.38% | 379.08%-356.7pp | 282.11%-259.7pp | 172.34%-150.0pp |
| Employer contribution / active EE | $31,557 | $4,375+621.3% | $4,034+682.4% | $4,379+620.6% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $214,839 | $11,961+1696.2% | $10,693+1909.1% | $14,365+1395.5% |