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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 | $484,733 | $202,460+139.4% | $169,385+186.2% | $139,456+247.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 12.06% | 532.07%-520.0pp | 405.82%-393.8pp | 373.45%-361.4pp |
| Employer contribution / active EE | $19,862 | $4,691+323.4% | $4,012+395.1% | $4,753+317.9% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $19,922 | $10,719+85.9% | $9,011+121.1% | $11,407+74.6% |