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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 | $551,966 | $183,539+200.7% | $155,556+254.8% | $145,897+278.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.55% | 61.31%-51.8pp | 64.84%-55.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $4,060 | $5,315-23.6% | $4,675-13.2% | $4,663-12.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $27,174 | $19,275+41.0% | $15,885+71.1% | $13,390+102.9% |