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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 | $498,023 | $157,304+216.6% | $141,197+252.7% | $152,909+225.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 36.41% | 64.34%-27.9pp | 71.41%-35.0pp | 345.46%-309.1pp |
| Employer contribution / active EE | $2,500 | $5,263-52.5% | $4,736-47.2% | $4,764-47.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,373 | $12,126-14.5% | $10,265+1.1% | $11,601-10.6% |