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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 | $576,467 | $226,135+154.9% | $182,558+215.8% | $152,909+277.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 27.12% | 192.60%-165.5pp | 148.59%-121.5pp | 345.46%-318.3pp |
| Employer contribution / active EE | $12,959 | $4,979+160.3% | $4,076+217.9% | $4,764+172.0% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,690 | $10,707-56.2% | $8,594-45.4% | $11,601-59.6% |