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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 | $873,360 | $148,582+487.8% | $135,942+542.5% | $139,456+526.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.09% | 79.26%-60.2pp | 68.28%-49.2pp | 373.45%-354.4pp |
| Employer contribution / active EE | $26,107 | $5,245+397.8% | $4,858+437.4% | $4,753+449.3% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $61,768 | $12,402+398.0% | $10,764+473.8% | $11,407+441.5% |