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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 | $169,356+372.7% | $129,406+518.7% | $145,897+448.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.43% | 14418.62%-14403.2pp | 9468.18%-9452.7pp | 552.29%-536.9pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $69,000 | $4,987+1283.7% | $4,167+1555.8% | $6,689+931.5% |
| Admin fee / account holder | $5,947 | $9,915-40.0% | $7,689-22.7% | $13,390-55.6% |