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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 | $625,617 | $136,860+357.1% | $120,344+419.9% | $154,746+304.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 50.66% | 21.38%+29.3pp | 20.30%+30.4pp | 172.34%-121.7pp |
| Employer contribution / active EE | $50,517 | $3,533+1329.8% | $3,020+1572.7% | $4,379+1053.6% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $21,944 | $15,393+42.6% | $12,742+72.2% | $14,365+52.8% |