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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 | $606,372 | $101,795+495.7% | $165,100+267.3% | $80,959+649.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 126.11% | 16.73%+109.4pp | 70.21%+55.9pp | 35.67%+90.4pp |
| Employer contribution / active EE | $19,935 | $2,954+574.9% | $4,348+358.5% | $2,757+623.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $15,448 | $8,221+87.9% | $12,696+21.7% | $6,925+123.1% |