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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 | $751,067 | $88,702+746.7% | $81,780+818.4% | $145,978+414.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.10% | 1029.12%-1011.0pp | 776.27%-758.2pp | 550.52%-532.4pp |
| Employer contribution / active EE | $9,818 | $3,084+218.3% | $2,914+236.9% | $4,662+110.6% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $25,015 | $8,414+197.3% | $7,384+238.8% | $13,400+86.7% |