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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 | $777,551 | $133,998+480.3% | $112,263+592.6% | $134,545+477.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 2.51% | 47.17%-44.7pp | 27.49%-25.0pp | 418.37%-415.9pp |
| Employer contribution / active EE | $23,750 | $4,040+487.8% | $3,636+553.2% | $4,742+400.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $91,935 | $7,493+1127.0% | $6,410+1334.2% | $11,431+704.3% |