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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 | $600,776 | $118,708+406.1% | $98,920+507.3% | $158,982+277.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.58% | 372.49%-364.9pp | 196.47%-188.9pp | 302.99%-295.4pp |
| Employer contribution / active EE | $56,773 | $3,334+1602.9% | $2,689+2011.0% | $4,763+1092.0% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $28,198 | $10,134+178.3% | $6,643+324.5% | $11,252+150.6% |