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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 | $551,283 | $202,345+172.4% | $172,755+219.1% | $152,885+260.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 19.62% | 1029.77%-1010.2pp | 802.94%-783.3pp | 345.39%-325.8pp |
| Employer contribution / active EE | $2,487 | $5,858-57.5% | $5,144-51.7% | $4,763-47.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $40,592 | $17,111+137.2% | $13,955+190.9% | $11,598+250.0% |