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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 | $306,545 | $165,361+85.4% | $149,715+104.8% | $158,950+92.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.48% | 348.24%-333.8pp | 276.66%-262.2pp | 302.91%-288.4pp |
| Employer contribution / active EE | $7,097 | $5,103+39.1% | $4,645+52.8% | $4,762+49.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,413 | $10,808-40.7% | $9,310-31.1% | $11,248-43.0% |