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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 | $736,390 | $190,916+285.7% | $160,037+360.1% | $134,545+447.3% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.0%+15.8pp | 81.2%+12.5pp |
| Annual return | 14.19% | 552.79%-538.6pp | 408.95%-394.8pp | 418.37%-404.2pp |
| Employer contribution / active EE | $18,950 | $4,996+279.3% | $4,226+348.5% | $4,742+299.7% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $56,594 | $10,497+439.2% | $8,716+549.3% | $11,431+395.1% |