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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 | $671,924 | $138,076+386.6% | $123,553+443.8% | $135,380+396.3% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | 5.58% | 153.70%-148.1pp | 119.21%-113.6pp | 519.81%-514.2pp |
| Employer contribution / active EE | $21,577 | $5,152+318.8% | $4,628+366.2% | $4,779+351.5% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13,071 | $10,917+19.7% | $9,284+40.8% | $10,828+20.7% |