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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 | $779,310 | $81,696+853.9% | $70,494+1005.5% | $158,982+390.2% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.9pp | 82.0%+8.9pp |
| Annual return | 78.87% | 208.70%-129.8pp | 109.16%-30.3pp | 302.99%-224.1pp |
| Employer contribution / active EE | $20,460 | $3,220+535.4% | $2,738+647.2% | $4,763+329.6% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $19,785 | $6,200+219.1% | $3,848+414.2% | $11,252+75.8% |