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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 | $885,075 | $226,135+291.4% | $182,558+384.8% | $152,909+478.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 18.94% | 192.60%-173.7pp | 148.59%-129.7pp | 345.46%-326.5pp |
| Employer contribution / active EE | $23,303 | $4,979+368.0% | $4,076+471.7% | $4,764+389.2% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $36,800 | $10,707+243.7% | $8,594+328.2% | $11,601+217.2% |