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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 | $493,253 | $159,934+208.4% | $147,005+235.5% | $145,959+237.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.41% | 98.24%-85.8pp | 418.76%-406.4pp | 561.95%-549.5pp |
| Employer contribution / active EE | $13,406 | $5,287+153.5% | $4,934+171.7% | $4,661+187.6% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,256 | $15,053-58.4% | $13,006-51.9% | $13,398-53.3% |