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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 | $369,399 | $157,304+134.8% | $141,197+161.6% | $152,909+141.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.39% | 64.34%-48.0pp | 71.41%-55.0pp | 345.46%-329.1pp |
| Employer contribution / active EE | $16,041 | $5,263+204.8% | $4,736+238.7% | $4,764+236.7% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,748 | $12,126-3.1% | $10,265+14.5% | $11,601+1.3% |