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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 | $264,040 | $125,190+110.9% | $105,624+150.0% | $145,897+81.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.38% | 225.22%-206.8pp | 116.20%-97.8pp | 552.29%-533.9pp |
| Employer contribution / active EE | $8,471 | $3,720+127.7% | $3,168+167.4% | $4,663+81.7% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,210 | $17,138-92.9% | $10,961-89.0% | $13,390-91.0% |