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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 | $1,589,218 | $106,008+1399.1% | $92,240+1622.9% | $147,586+976.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.85% | 50.05%-34.2pp | 176.29%-160.4pp | 578.59%-562.7pp |
| Employer contribution / active EE | $30,510 | $4,333+604.1% | $3,680+729.2% | $4,876+525.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $34,498 | $6,333+444.7% | $5,194+564.2% | $10,886+216.9% |