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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 | $746,769 | $209,425+256.6% | $178,499+318.4% | $158,966+369.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.00% | 188.80%-168.8pp | 151.10%-131.1pp | 302.95%-282.9pp |
| Employer contribution / active EE | $19,967 | $5,707+249.8% | $5,011+298.4% | $4,762+319.2% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,839 | $17,078-89.2% | $13,986-86.9% | $11,250-83.7% |