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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 | $576,851 | $202,342+185.1% | $172,752+233.9% | $152,897+277.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 17.20% | 1029.83%-1012.6pp | 802.97%-785.8pp | 345.43%-328.2pp |
| Employer contribution / active EE | $48,261 | $5,858+723.9% | $5,144+838.2% | $4,764+913.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $105,416 | $17,111+516.1% | $13,955+655.4% | $11,599+808.8% |