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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 | $863,710 | $160,028+439.7% | $147,080+487.2% | $145,884+492.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.11% | 98.60%-66.5pp | 420.17%-388.1pp | 551.85%-519.7pp |
| Employer contribution / active EE | $8,763 | $5,286+65.8% | $4,933+77.6% | $4,662+88.0% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $28,207 | $15,030+87.7% | $12,989+117.2% | $13,392+110.6% |