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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 | $514,381 | $176,120+192.1% | $159,487+222.5% | $167,553+207.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.75% | 331.95%-319.2pp | 263.71%-251.0pp | 478.89%-466.1pp |
| Employer contribution / active EE | $19,838 | $5,299+274.3% | $4,831+310.6% | $4,840+309.9% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,654 | $12,561-62.9% | $10,804-56.9% | $12,316-62.2% |