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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 | $987,486 | $159,934+517.4% | $147,005+571.7% | $145,959+576.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 41.06% | 98.24%-57.2pp | 418.76%-377.7pp | 561.95%-520.9pp |
| Employer contribution / active EE | $69,000 | $5,287+1205.0% | $4,934+1298.4% | $4,661+1380.4% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,206 | $15,053-38.8% | $13,006-29.2% | $13,398-31.3% |