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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 | $488,009 | $160,040+204.9% | $147,096+231.8% | $145,877+234.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 18.43% | 98.49%-80.1pp | 419.75%-401.3pp | 551.28%-532.9pp |
| Employer contribution / active EE | $30,866 | $5,289+483.5% | $4,936+525.3% | $4,663+561.9% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $17,499 | $15,050+16.3% | $13,005+34.6% | $13,402+30.6% |