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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 | $134,817+334.6% | $123,973+372.6% | $155,188+277.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 10.32% | 515.49%-505.2pp | 388.13%-377.8pp | 148.84%-138.5pp |
| Employer contribution / active EE | $14,861 | $4,425+235.8% | $4,126+260.2% | $4,248+249.8% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $22,773 | $13,245+71.9% | $11,799+93.0% | $14,480+57.3% |