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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 | $689,983 | $209,422+229.5% | $178,503+286.5% | $158,982+334.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.46% | 188.81%-162.3pp | 151.12%-124.7pp | 302.99%-276.5pp |
| Employer contribution / active EE | $14,074 | $5,707+146.6% | $5,011+180.9% | $4,763+195.5% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $35,001 | $17,079+104.9% | $13,987+150.2% | $11,252+211.1% |