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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 | $902,227 | $171,867+425.0% | $149,721+502.6% | $147,586+511.3% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 15.00% | 2113.36%-2098.4pp | 1501.67%-1486.7pp | 578.59%-563.6pp |
| Employer contribution / active EE | $27,608 | $6,275+340.0% | $5,444+407.1% | $4,876+466.2% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,288 | $13,799-61.7% | $11,282-53.1% | $10,886-51.4% |