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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 | $456,983 | $209,874+117.7% | $189,537+141.1% | $167,536+172.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.61% | 748.61%-736.0pp | 555.34%-542.7pp | 478.82%-466.2pp |
| Employer contribution / active EE | $23,345 | $6,913+237.7% | $6,161+278.9% | $4,839+382.4% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $70,762 | $14,299+394.9% | $12,048+487.3% | $12,315+474.6% |