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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 | $126,113+330.5% | $116,096+367.7% | $155,188+249.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 35.00% | 391.72%-356.7pp | 326.25%-291.2pp | 148.84%-113.8pp |
| Employer contribution / active EE | $5,604 | $2,672+109.8% | $2,503+123.8% | $4,248+31.9% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $15,446 | $8,045+92.0% | $7,704+100.5% | $14,480+6.7% |