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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 | $298,756 | $108,911+174.3% | $100,392+197.6% | $145,884+104.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.86% | 58.23%-38.4pp | 49.45%-29.6pp | 551.85%-532.0pp |
| Employer contribution / active EE | $9,533 | $4,420+115.7% | $3,941+141.9% | $4,662+104.5% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,002 | $9,698-79.4% | $7,904-74.7% | $13,392-85.0% |