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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 | $729,635 | $88,702+722.6% | $81,780+792.2% | $145,978+399.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.74% | 1029.12%-1013.4pp | 776.27%-760.5pp | 550.52%-534.8pp |
| Employer contribution / active EE | $16,686 | $3,084+441.0% | $2,914+472.6% | $4,662+257.9% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $13,250 | $8,414+57.5% | $7,384+79.4% | $13,400-1.1% |