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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 | $416,347 | $129,737+220.9% | $119,126+249.5% | $154,746+169.1% |
| Participation rate | 95.0% | 78.9%+16.1pp | 75.8%+19.2pp | 80.7%+14.3pp |
| Annual return | 12.72% | 379.08%-366.4pp | 282.11%-269.4pp | 172.34%-159.6pp |
| Employer contribution / active EE | $3,557 | $4,375-18.7% | $4,034-11.8% | $4,379-18.8% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,296 | $11,961-47.4% | $10,693-41.1% | $14,365-56.2% |