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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 | $780,445 | $165,361+372.0% | $149,715+421.3% | $158,950+391.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.85% | 348.24%-338.4pp | 276.66%-266.8pp | 302.91%-293.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $25,000 | $7,182+248.1% | $6,842+265.4% | $5,983+317.9% |
| Admin fee / account holder | $6,226 | $10,808-42.4% | $9,310-33.1% | $11,248-44.6% |