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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 | $432,700 | $166,268+160.2% | $165,100+162.1% | $145,897+196.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 39.46% | 100.52%-61.1pp | 70.21%-30.8pp | 552.29%-512.8pp |
| Employer contribution / active EE | $6,772 | $5,284+28.2% | $4,348+55.7% | $4,663+45.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $138,050 | $16,659+728.7% | $12,696+987.4% | $13,390+931.0% |