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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 | $497,444 | $118,708+319.1% | $98,920+402.9% | $158,982+212.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.26% | 372.49%-362.2pp | 196.47%-186.2pp | 302.99%-292.7pp |
| Employer contribution / active EE | $5,800 | $3,334+74.0% | $2,689+115.7% | $4,763+21.8% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,344 | $10,134-57.1% | $6,643-34.6% | $11,252-61.4% |