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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 | $483,632 | $150,447+221.5% | $136,298+254.8% | $147,586+227.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 15.16% | 1049.15%-1034.0pp | 5156.27%-5141.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $19,626 | $5,256+273.4% | $4,696+318.0% | $4,876+302.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,353 | $10,906-69.3% | $9,244-63.7% | $10,886-69.2% |