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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 | $585,930 | $129,737+351.6% | $119,126+391.9% | $154,746+278.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.32% | 379.08%-368.8pp | 282.11%-271.8pp | 172.34%-162.0pp |
| Employer contribution / active EE | $14,861 | $4,375+239.7% | $4,034+268.4% | $4,379+239.4% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $22,773 | $11,961+90.4% | $10,693+113.0% | $14,365+58.5% |