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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 | $606,353 | $114,130+431.3% | $96,192+530.4% | $167,553+261.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 23.07% | 190.07%-167.0pp | 192.09%-169.0pp | 478.89%-455.8pp |
| Employer contribution / active EE | $15,106 | $3,431+340.3% | $2,799+439.6% | $4,840+212.1% |
| Participant deferral / active EE | $0 | $5,198-100.0% | $4,351-100.0% | $6,343-100.0% |
| Admin fee / account holder | $14,724 | $6,901+113.3% | $5,539+165.8% | $12,316+19.5% |