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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 | $630,048 | $148,558+324.1% | $135,925+363.5% | $139,427+351.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.91% | 79.22%-64.3pp | 68.25%-53.3pp | 373.27%-358.4pp |
| Employer contribution / active EE | $23,583 | $5,244+349.7% | $4,857+385.5% | $4,752+396.3% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,089 | $12,401-91.2% | $10,764-89.9% | $11,404-90.5% |