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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 | $730,321 | $203,483+258.9% | $152,473+379.0% | $167,553+335.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 10.58% | 13.80%-3.2pp | 757.59%-747.0pp | 478.89%-468.3pp |
| Employer contribution / active EE | $30,080 | $5,219+476.4% | $4,326+595.4% | $4,840+521.5% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,817-100.0% | $6,343-100.0% |
| Admin fee / account holder | $25,005 | $22,521+11.0% | $15,811+58.1% | $12,316+103.0% |