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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 | $354,322 | $165,399+114.2% | $149,745+136.6% | $158,982+122.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.84% | 348.34%-339.5pp | 276.72%-267.9pp | 302.99%-294.1pp |
| Employer contribution / active EE | $7,500 | $5,105+46.9% | $4,646+61.4% | $4,763+57.5% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $167,531 | $10,811+1449.6% | $9,312+1699.1% | $11,252+1389.0% |