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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 | $97,732+476.8% | $83,831+572.4% | $135,380+316.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 29.58% | 1287.56%-1258.0pp | 850.99%-821.4pp | 519.81%-490.2pp |
| Employer contribution / active EE | $13,043 | $4,222+208.9% | $3,631+259.2% | $4,779+172.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25,287 | $6,675+278.9% | $5,479+361.6% | $10,828+133.5% |