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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 | $738,631 | $176,120+319.4% | $159,487+363.1% | $167,553+340.8% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 18.19% | 331.95%-313.8pp | 263.71%-245.5pp | 478.89%-460.7pp |
| Employer contribution / active EE | $40,910 | $5,299+672.0% | $4,831+746.8% | $4,840+745.3% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $15,432 | $12,561+22.9% | $10,804+42.8% | $12,316+25.3% |