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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 | $535,313 | $190,862+180.5% | $159,991+234.6% | $134,509+298.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 5.40% | 552.59%-547.2pp | 408.82%-403.4pp | 418.13%-412.7pp |
| Employer contribution / active EE | $17,000 | $4,995+240.4% | $4,225+302.4% | $4,741+258.6% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $12,606 | $10,495+20.1% | $8,715+44.7% | $11,427+10.3% |