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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 | $389,118 | $112,933+244.6% | $90,970+327.7% | $158,982+144.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.93% | 215.82%-193.9pp | 134.60%-112.7pp | 302.99%-281.1pp |
| Employer contribution / active EE | $4,839 | $2,893+67.2% | $2,122+128.0% | $4,763+1.6% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,391 | $8,047-8.1% | $5,961+24.0% | $11,252-34.3% |