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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 | $617,918 | $171,492+260.3% | $150,734+309.9% | $198,609+211.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 5.02% | 804.70%-799.7pp | 600.81%-595.8pp | 202.70%-197.7pp |
| Employer contribution / active EE | $28,546 | $5,470+421.9% | $4,918+480.4% | $5,055+464.7% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $20,003 | $17,628+13.5% | $14,905+34.2% | $19,030+5.1% |