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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 | $730,450 | $114,119+540.1% | $107,187+581.5% | $138,895+425.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.87% | 273.21%-260.3pp | 204.55%-191.7pp | 145.39%-132.5pp |
| Employer contribution / active EE | $22,176 | $4,059+446.4% | $3,782+486.3% | $4,194+428.7% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,988 | $10,024-70.2% | $9,162-67.4% | $12,562-76.2% |