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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 | $510,549 | $138,075+269.8% | $123,552+313.2% | $135,379+277.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 17.47% | 153.70%-136.2pp | 119.20%-101.7pp | 519.79%-502.3pp |
| Employer contribution / active EE | $45,729 | $5,152+787.6% | $4,628+888.1% | $4,779+856.9% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $20,420 | $10,917+87.0% | $9,285+119.9% | $10,828+88.6% |