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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 | $639,074 | $138,114+362.7% | $125,391+409.7% | $134,545+375.0% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | 17.66% | 750.88%-733.2pp | 572.41%-554.8pp | 418.37%-400.7pp |
| Employer contribution / active EE | $1,187 | $5,246-77.4% | $4,816-75.3% | $4,742-75.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $644 | $11,570-94.4% | $10,009-93.6% | $11,431-94.4% |