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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 | $983,120 | $162,136+506.4% | $152,301+545.5% | $154,746+535.3% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 28.59% | 91.02%-62.4pp | 80.50%-51.9pp | 172.34%-143.8pp |
| Employer contribution / active EE | $17,725 | $4,890+262.5% | $4,624+283.3% | $4,379+304.8% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,973 | $15,759-62.1% | $14,398-58.5% | $14,365-58.4% |