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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 | $499,194 | $180,749+176.2% | $160,784+210.5% | $137,256+263.7% |
| Participation rate | 84.6% | 80.0%+4.6pp | 77.0%+7.7pp | 80.0%+4.7pp |
| Annual return | 16.14% | 2234.46%-2218.3pp | 1803.92%-1787.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $15,385 | $4,155+270.2% | $3,733+312.2% | $4,156+270.2% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $26,850 | $10,397+158.3% | $9,717+176.3% | $12,270+118.8% |