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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 | $928,799 | $232,540+299.4% | $185,117+401.7% | $147,586+529.3% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 14.70% | 43.03%-28.3pp | 40.50%-25.8pp | 578.59%-563.9pp |
| Employer contribution / active EE | $18,657 | $5,195+259.1% | $4,182+346.2% | $4,876+282.6% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $38,469 | $10,275+274.4% | $8,159+371.5% | $10,886+253.4% |