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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 | $689,469 | $97,732+605.5% | $83,831+722.5% | $135,380+409.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 1.39% | 1287.56%-1286.2pp | 850.99%-849.6pp | 519.81%-518.4pp |
| Employer contribution / active EE | $48,500 | $4,222+1048.7% | $3,631+1235.7% | $4,779+914.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,000 | $6,675+109.8% | $5,479+155.5% | $10,828+29.3% |