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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 | $375,531 | $144,124+160.6% | $117,857+218.6% | $147,585+154.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.08% | 531.17%-516.1pp | 335.09%-320.0pp | 578.57%-563.5pp |
| Employer contribution / active EE | $17,695 | $4,897+261.4% | $3,786+367.4% | $4,876+262.9% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,309 | $10,886-23.7% | $8,020+3.6% | $10,885-23.7% |