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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 | $707,459 | $176,120+301.7% | $159,487+343.6% | $167,553+322.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.34% | 331.95%-316.6pp | 263.71%-248.4pp | 478.89%-463.5pp |
| Employer contribution / active EE | $5,411 | $5,299+2.1% | $4,831+12.0% | $4,840+11.8% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $27,702 | $12,561+120.5% | $10,804+156.4% | $12,316+124.9% |