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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 | $668,889 | $138,114+384.3% | $125,391+433.4% | $134,545+397.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 16.44% | 750.88%-734.4pp | 572.41%-556.0pp | 418.37%-401.9pp |
| Employer contribution / active EE | $112,321 | $5,246+2041.1% | $4,816+2232.4% | $4,742+2268.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $149,762 | $11,570+1194.4% | $10,009+1396.3% | $11,431+1210.2% |