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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 | $321,249 | $108,942+194.9% | $100,415+219.9% | $145,897+120.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.45% | 58.27%-47.8pp | 49.47%-39.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $10,000 | $4,422+126.1% | $3,943+153.6% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,117 | $9,702-47.3% | $7,906-35.3% | $13,390-61.8% |