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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 | $914,336 | $138,076+562.2% | $123,553+640.0% | $135,380+575.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.42% | 153.70%-143.3pp | 119.21%-108.8pp | 519.81%-509.4pp |
| Employer contribution / active EE | $18,284 | $5,152+254.9% | $4,628+295.1% | $4,779+282.6% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,779 | $10,917+62.9% | $9,284+91.5% | $10,828+64.2% |