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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 | $659,484 | $180,459+265.4% | $154,108+327.9% | $135,380+387.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.85% | 888.21%-886.4pp | 735.21%-733.4pp | 519.81%-518.0pp |
| Employer contribution / active EE | $24,955 | $6,035+313.5% | $5,298+371.1% | $4,779+422.2% |
| Participant deferral / active EE | $10,217 | $5,806+76.0% | $5,081+101.1% | $5,609+82.2% |
| Admin fee / account holder | $168,216 | $16,145+941.9% | $13,411+1154.3% | $10,828+1453.5% |