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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 | $563,677 | $97,759+476.6% | $83,849+572.3% | $135,377+316.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 29.58% | 1287.41%-1257.8pp | 850.91%-821.3pp | 519.75%-490.2pp |
| Employer contribution / active EE | $13,043 | $4,222+209.0% | $3,631+259.2% | $4,779+172.9% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25,287 | $6,674+278.9% | $5,478+361.6% | $10,828+133.5% |