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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 | $609,270 | $142,354+328.0% | $125,529+385.4% | $155,188+292.6% |
| Participation rate | 93.3% | 78.1%+15.3pp | 74.7%+18.6pp | 80.8%+12.5pp |
| Annual return | 27.98% | 306.06%-278.1pp | 202.56%-174.6pp | 148.84%-120.9pp |
| Employer contribution / active EE | $22,076 | $3,501+530.5% | $3,058+622.0% | $4,248+419.7% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $80,333 | $19,392+314.3% | $16,298+392.9% | $14,480+454.8% |