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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 | $452,230 | $166,020+172.4% | $164,866+174.3% | $145,959+209.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.72% | 100.08%-87.4pp | 69.97%-57.2pp | 561.95%-549.2pp |
| Employer contribution / active EE | $3,308 | $5,275-37.3% | $4,343-23.8% | $4,661-29.0% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16,334 | $16,644-1.9% | $12,689+28.7% | $13,398+21.9% |