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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 | $348,630 | $134,817+158.6% | $123,973+181.2% | $155,188+124.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.63% | 515.49%-496.9pp | 388.13%-369.5pp | 148.84%-130.2pp |
| Employer contribution / active EE | $7,463 | $4,425+68.7% | $4,126+80.9% | $4,248+75.7% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $46,053 | $13,245+247.7% | $11,799+290.3% | $14,480+218.0% |