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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 | $565,746 | $166,242+240.3% | $165,071+242.7% | $145,884+287.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.19% | 100.44%-80.3pp | 70.17%-50.0pp | 551.85%-531.7pp |
| Employer contribution / active EE | $3,000 | $5,283-43.2% | $4,347-31.0% | $4,662-35.7% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $234,830 | $16,658+1309.7% | $12,695+1749.8% | $13,392+1653.5% |