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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 | $830,394 | $209,428+296.5% | $178,498+365.2% | $158,950+422.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.52% | 188.78%-182.3pp | 151.09%-144.6pp | 302.91%-296.4pp |
| Employer contribution / active EE | $41,336 | $5,707+624.3% | $5,011+724.9% | $4,762+768.1% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $72,842 | $17,077+326.5% | $13,985+420.8% | $11,248+547.6% |