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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 | $877,743 | $209,425+319.1% | $178,499+391.7% | $158,966+452.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.50% | 188.80%-173.3pp | 151.10%-135.6pp | 302.95%-287.4pp |
| Employer contribution / active EE | $23,408 | $5,707+310.1% | $5,011+367.1% | $4,762+391.5% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,995 | $17,078-82.5% | $13,986-78.6% | $11,250-73.4% |