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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 | $126,519+108.7% | $106,201+148.6% | $145,959+80.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.38% | 225.10%-206.7pp | 116.26%-97.9pp | 561.95%-543.6pp |
| Employer contribution / active EE | $8,471 | $3,726+127.4% | $3,170+167.2% | $4,661+81.7% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,210 | $17,312-93.0% | $11,039-89.0% | $13,398-91.0% |