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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 | $950,526 | $166,131+472.2% | $164,975+476.2% | $145,877+551.6% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.4pp |
| Annual return | 164.84% | 100.37%+64.5pp | 70.12%+94.7pp | 551.28%-386.4pp |
| Employer contribution / active EE | $8,496 | $5,276+61.1% | $4,343+95.7% | $4,663+82.2% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,496 | $16,648-49.0% | $12,688-33.0% | $13,402-36.6% |