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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 | $542,954 | $125,778+331.7% | $114,563+373.9% | $154,746+250.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 35.00% | 295.14%-260.1pp | 241.09%-206.1pp | 172.34%-137.3pp |
| Employer contribution / active EE | $5,604 | $2,806+99.7% | $2,592+116.2% | $4,379+28.0% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $15,446 | $8,190+88.6% | $7,623+102.6% | $14,365+7.5% |