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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 | $517,012 | $177,353+191.5% | $158,226+226.8% | $198,609+160.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 11.21% | 599.50%-588.3pp | 501.41%-490.2pp | 202.70%-191.5pp |
| Employer contribution / active EE | $8,504 | $3,239+162.6% | $2,986+184.8% | $5,055+68.2% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $13,559 | $10,960+23.7% | $10,217+32.7% | $19,030-28.8% |