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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 | $904,285 | $159,978+465.3% | $147,041+515.0% | $145,978+519.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.60% | 98.36%-68.8pp | 419.21%-389.6pp | 550.52%-520.9pp |
| Employer contribution / active EE | $69,468 | $5,288+1213.6% | $4,935+1307.7% | $4,662+1390.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $79,942 | $15,053+431.1% | $13,006+514.6% | $13,400+496.6% |