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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 | $659,473 | $57,312+1050.7% | $86,617+661.4% | $75,181+777.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.31% | 2672.78%-2657.5pp | 591.91%-576.6pp | 160.69%-145.4pp |
| Employer contribution / active EE | $7,625 | $2,315+229.3% | $3,023+152.2% | $2,671+185.5% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $4,437-100.0% | $4,126-100.0% |
| Admin fee / account holder | $42,401 | $4,114+930.6% | $5,613+655.4% | $5,650+650.5% |