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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 | $563,296 | $157,304+258.1% | $141,197+298.9% | $152,909+268.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.58% | 64.34%-45.8pp | 71.41%-52.8pp | 345.46%-326.9pp |
| Employer contribution / active EE | $25,204 | $5,263+378.9% | $4,736+432.1% | $4,764+429.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $637 | $12,126-94.7% | $10,265-93.8% | $11,601-94.5% |