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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 | $611,352 | $176,120+247.1% | $159,487+283.3% | $167,553+264.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.06% | 331.95%-308.9pp | 263.71%-240.6pp | 478.89%-455.8pp |
| Employer contribution / active EE | $24,951 | $5,299+370.8% | $4,831+416.5% | $4,840+415.6% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,482 | $12,561-80.2% | $10,804-77.0% | $12,316-79.8% |