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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 | $870,955 | $150,445+478.9% | $136,297+539.0% | $147,585+490.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.59% | 1049.14%-1031.5pp | 5156.16%-5138.6pp | 578.57%-561.0pp |
| Employer contribution / active EE | $20,659 | $5,256+293.0% | $4,696+340.0% | $4,876+323.7% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,332 | $10,906-14.4% | $9,244+1.0% | $10,885-14.3% |