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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 | $623,050 | $109,863+467.1% | $98,477+532.7% | $167,518+271.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 29.64% | 1958.09%-1928.5pp | 1493.59%-1464.0pp | 478.71%-449.1pp |
| Employer contribution / active EE | $36,565 | $3,225+1033.8% | $2,961+1135.0% | $4,838+655.7% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,009 | $6,755-85.1% | $5,951-83.0% | $12,312-91.8% |