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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 | $800,599 | $169,361+372.7% | $129,397+518.7% | $145,877+448.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.43% | 14395.54%-14380.1pp | 9453.98%-9438.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $69,000 | $4,987+1283.5% | $4,167+1555.7% | $6,691+931.3% |
| Admin fee / account holder | $5,947 | $9,903-39.9% | $7,679-22.6% | $13,402-55.6% |