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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 | $282,243 | $135,956+107.6% | $123,894+127.8% | $273,972+3.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 85.61% | 56.63%+29.0pp | 47.52%+38.1pp | 41.46%+44.2pp |
| Employer contribution / active EE | $22,456 | $5,170+334.4% | $4,617+386.4% | $4,869+361.2% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,566 | $9,817+7.6% | $8,357+26.4% | $10,133+4.3% |