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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 | $519,096 | $150,445+245.0% | $136,297+280.9% | $147,585+251.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.90% | 1049.14%-1031.2pp | 5156.16%-5138.3pp | 578.57%-560.7pp |
| Employer contribution / active EE | $29,181 | $5,256+455.2% | $4,696+521.5% | $4,876+498.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,089 | $10,906-71.7% | $9,244-66.6% | $10,885-71.6% |