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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 | $602,725 | $86,288+598.5% | $111,306+441.5% | $85,851+602.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 93.97% | 19.99%+74.0pp | 54.67%+39.3pp | 318.63%-224.7pp |
| Employer contribution / active EE | $21,505 | $2,044+952.3% | $2,732+687.2% | $2,565+738.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $14,314 | $8,189+74.8% | $7,966+79.7% | $6,261+128.6% |