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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 | $521,160 | $165,399+215.1% | $149,745+248.0% | $158,982+227.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.70% | 348.34%-337.6pp | 276.72%-266.0pp | 302.99%-292.3pp |
| Employer contribution / active EE | $22,325 | $5,105+337.4% | $4,646+380.6% | $4,763+368.7% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $656 | $10,811-93.9% | $9,312-93.0% | $11,252-94.2% |