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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 | $166,089+472.3% | $164,928+476.3% | $145,978+551.1% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.4pp |
| Annual return | 164.84% | 100.26%+64.6pp | 70.08%+94.8pp | 550.52%-385.7pp |
| Employer contribution / active EE | $8,496 | $5,276+61.0% | $4,343+95.6% | $4,662+82.3% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,496 | $16,641-48.9% | $12,684-33.0% | $13,400-36.6% |