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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 | $515,113 | $157,829+226.4% | $136,867+276.4% | $198,609+159.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 10.06% | 51.25%-41.2pp | 42.97%-32.9pp | 202.70%-192.6pp |
| Employer contribution / active EE | $5,386 | $3,923+37.3% | $3,547+51.9% | $5,055+6.5% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $20,250 | $11,107+82.3% | $10,340+95.8% | $19,030+6.4% |