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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 | $176,077+192.1% | $159,455+222.6% | $167,518+207.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.75% | 331.83%-319.1pp | 263.63%-250.9pp | 478.71%-466.0pp |
| Employer contribution / active EE | $19,838 | $5,298+274.4% | $4,830+310.7% | $4,838+310.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,654 | $12,556-62.9% | $10,800-56.9% | $12,312-62.2% |