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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 | $645,969 | $198,461+225.5% | $170,436+279.0% | $147,585+337.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 27.35% | 257.30%-230.0pp | 205.94%-178.6pp | 578.57%-551.2pp |
| Employer contribution / active EE | $16,641 | $6,184+169.1% | $5,433+206.3% | $4,876+241.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,402 | $16,852+9.2% | $13,880+32.6% | $10,885+69.1% |