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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 | $975,054 | $155,840+525.7% | $124,694+682.0% | $167,553+481.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 16.19% | 17.98%-1.8pp | 5144.82%-5128.6pp | 478.89%-462.7pp |
| Employer contribution / active EE | $10,781 | $4,165+158.8% | $3,325+224.3% | $4,840+122.8% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $10,685 | $9,536+12.1% | $7,495+42.6% | $12,316-13.2% |