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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 | $415,427 | $138,072+200.9% | $123,549+236.2% | $135,382+206.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 9.52% | 153.69%-144.2pp | 119.20%-109.7pp | 519.77%-510.3pp |
| Employer contribution / active EE | $10,967 | $5,152+112.9% | $4,628+137.0% | $4,779+129.5% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,731 | $10,917-56.7% | $9,284-49.0% | $10,829-56.3% |