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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 | $657,678 | $175,257+275.3% | $149,717+339.3% | $139,456+371.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.12% | 166.70%-139.6pp | 134.41%-107.3pp | 373.45%-346.3pp |
| Employer contribution / active EE | $3,474 | $5,477-36.6% | $4,820-27.9% | $4,753-26.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $37,314 | $16,156+131.0% | $13,213+182.4% | $11,407+227.1% |