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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 | $897,985 | $171,492+423.6% | $150,734+495.7% | $198,609+352.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 5.01% | 804.70%-799.7pp | 600.81%-595.8pp | 202.70%-197.7pp |
| Employer contribution / active EE | $39,176 | $5,470+616.2% | $4,918+696.6% | $5,055+674.9% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $16,882 | $17,628-4.2% | $14,905+13.3% | $19,030-11.3% |