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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 | $572,535 | $100,895+467.5% | $90,430+533.1% | $158,950+260.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.35% | 1725.54%-1716.2pp | 1293.73%-1284.4pp | 302.91%-293.6pp |
| Employer contribution / active EE | $13,443 | $3,689+264.4% | $3,262+312.1% | $4,762+182.3% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,352 | $6,505+43.8% | $5,613+66.6% | $11,248-16.9% |