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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 | $390,067 | $121,701+220.5% | $104,639+272.8% | $158,982+145.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.86% | 465.72%-452.9pp | 340.67%-327.8pp | 302.99%-290.1pp |
| Employer contribution / active EE | $8,989 | $3,165+184.0% | $2,682+235.2% | $4,763+88.7% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,455 | $7,778+47.3% | $6,465+77.2% | $11,252+1.8% |