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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 | $528,661 | $217,432+143.1% | $185,849+184.5% | $167,536+215.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.66% | 148.42%-136.8pp | 122.10%-110.4pp | 478.82%-467.2pp |
| Employer contribution / active EE | $25,000 | $5,875+325.6% | $5,169+383.7% | $4,839+416.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,802 | $19,818-45.5% | $16,244-33.5% | $12,315-12.3% |