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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 | $647,767 | $209,405+209.3% | $178,486+262.9% | $158,931+307.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.72% | 188.77%-174.1pp | 151.08%-136.4pp | 302.86%-288.1pp |
| Employer contribution / active EE | $25,000 | $5,707+338.1% | $5,011+398.9% | $4,761+425.1% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $61,516 | $17,076+260.3% | $13,985+339.9% | $11,247+447.0% |