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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 | $456,206 | $180,459+152.8% | $154,108+196.0% | $135,380+237.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.13% | 888.21%-881.1pp | 735.21%-728.1pp | 519.81%-512.7pp |
| Employer contribution / active EE | $3,333 | $6,035-44.8% | $5,298-37.1% | $4,779-30.2% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $18,000 | $16,145+11.5% | $13,411+34.2% | $10,828+66.2% |