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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 | $864,797 | $148,629+481.9% | $135,982+536.0% | $139,487+520.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.77% | 79.33%-61.6pp | 68.32%-50.6pp | 373.84%-356.1pp |
| Employer contribution / active EE | $2,224 | $5,247-57.6% | $4,859-54.2% | $4,755-53.2% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $47,630 | $12,406+283.9% | $10,767+342.4% | $11,407+317.5% |