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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 | $758,169 | $157,296+382.0% | $141,191+437.0% | $152,897+395.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.38% | 64.34%-39.0pp | 71.41%-46.0pp | 345.43%-320.0pp |
| Employer contribution / active EE | $10,971 | $5,262+108.5% | $4,736+131.7% | $4,764+130.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,962 | $12,125+64.6% | $10,264+94.5% | $11,599+72.1% |