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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 | $521,277 | $175,259+197.4% | $149,723+248.2% | $139,487+273.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.37% | 166.82%-154.5pp | 134.50%-122.1pp | 373.84%-361.5pp |
| Employer contribution / active EE | $35,692 | $5,478+551.5% | $4,821+640.3% | $4,755+650.7% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $21,023 | $16,158+30.1% | $13,215+59.1% | $11,407+84.3% |