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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 | $478,629 | $129,737+268.9% | $119,126+301.8% | $154,746+209.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.60% | 379.08%-366.5pp | 282.11%-269.5pp | 172.34%-159.7pp |
| Employer contribution / active EE | $40,149 | $4,375+817.7% | $4,034+895.4% | $4,379+816.8% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $463,422 | $11,961+3774.5% | $10,693+4233.8% | $14,365+3126.0% |