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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 | $653,249 | $150,446+334.2% | $136,297+379.3% | $147,585+342.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.90% | 1049.14%-1033.2pp | 5156.19%-5140.3pp | 578.58%-562.7pp |
| Employer contribution / active EE | $22,500 | $5,256+328.1% | $4,696+379.2% | $4,876+361.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,527 | $10,906-76.8% | $9,244-72.7% | $10,886-76.8% |