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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 | $473,191 | $166,089+184.9% | $164,928+186.9% | $145,978+224.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.52% | 100.26%-89.7pp | 70.08%-59.6pp | 550.52%-540.0pp |
| Employer contribution / active EE | $25,000 | $5,276+373.8% | $4,343+475.6% | $4,662+436.3% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,261 | $16,641-68.4% | $12,684-58.5% | $13,400-60.7% |