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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 | $166,020+160.6% | $164,866+162.5% | $145,959+196.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 39.46% | 100.08%-60.6pp | 69.97%-30.5pp | 561.95%-522.5pp |
| Employer contribution / active EE | $6,772 | $5,275+28.4% | $4,343+55.9% | $4,661+45.3% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $138,050 | $16,644+729.4% | $12,689+987.9% | $13,398+930.4% |