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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 | $661,961 | $157,276+320.9% | $141,177+368.9% | $152,885+333.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.69% | 64.33%-44.6pp | 71.40%-51.7pp | 345.39%-325.7pp |
| Employer contribution / active EE | $18,963 | $5,262+260.4% | $4,736+300.4% | $4,763+298.1% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,233 | $12,123-48.6% | $10,263-39.3% | $11,598-46.3% |