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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 | $991,078 | $160,070+519.2% | $147,117+573.7% | $145,897+579.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.82% | 98.69%-73.9pp | 420.54%-395.7pp | 552.29%-527.5pp |
| Employer contribution / active EE | $41,199 | $5,285+679.6% | $4,932+735.3% | $4,663+783.6% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,895 | $15,035-87.4% | $12,993-85.4% | $13,390-85.8% |