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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 | $777,236 | $166,020+368.2% | $164,866+371.4% | $145,959+432.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 157.22% | 100.08%+57.1pp | 69.97%+87.3pp | 561.95%-404.7pp |
| Employer contribution / active EE | $27,011 | $5,275+412.1% | $4,343+522.0% | $4,661+479.5% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,006 | $16,644-51.9% | $12,689-36.9% | $13,398-40.2% |