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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 | $657,862 | $176,105+273.6% | $159,474+312.5% | $167,536+292.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 30.35% | 331.91%-301.6pp | 263.68%-233.3pp | 478.82%-448.5pp |
| Employer contribution / active EE | $8,364 | $5,299+57.8% | $4,831+73.1% | $4,839+72.8% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $61,506 | $12,559+389.7% | $10,802+469.4% | $12,315+399.5% |