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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 | $435,227 | $197,594+120.3% | $177,822+144.8% | $158,931+173.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.56% | 58.76%-44.2pp | 48.32%-33.8pp | 302.86%-288.3pp |
| Employer contribution / active EE | $5,000 | $6,697-25.3% | $5,918-15.5% | $4,761+5.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $65,639 | $15,400+326.2% | $12,428+428.2% | $11,247+483.6% |