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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 | $615,258 | $114,119+439.1% | $107,187+474.0% | $138,895+343.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.77% | 273.21%-257.4pp | 204.55%-188.8pp | 145.39%-129.6pp |
| Employer contribution / active EE | $15,550 | $4,059+283.1% | $3,782+311.1% | $4,194+270.7% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $24,165 | $10,024+141.1% | $9,162+163.7% | $12,562+92.4% |