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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 | $759,408 | $183,539+313.8% | $155,556+388.2% | $145,897+420.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.99% | 61.31%-40.3pp | 64.84%-43.8pp | 552.29%-531.3pp |
| Employer contribution / active EE | $132,000 | $5,315+2383.4% | $4,675+2723.2% | $4,663+2731.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,383 | $19,275-35.8% | $15,885-22.0% | $13,390-7.5% |