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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 | $476,029 | $284,927+67.1% | $210,053+126.6% | $382,429+24.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.8%+19.2pp | 87.7%+12.3pp |
| Annual return | 9.74% | 281.55%-271.8pp | 232.76%-223.0pp | 248.85%-239.1pp |
| Employer contribution / active EE | $27,387 | $6,452+324.5% | $4,521+505.8% | $8,036+240.8% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $4,238-100.0% | $5,727-100.0% |
| Admin fee / account holder | $817 | $19,753-95.9% | $16,990-95.2% | $30,732-97.3% |