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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 | $283,748 | $165,381+71.6% | $149,730+89.5% | $158,966+78.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.73% | 348.29%-339.6pp | 276.70%-268.0pp | 302.95%-294.2pp |
| Employer contribution / active EE | $6,250 | $5,104+22.4% | $4,645+34.5% | $4,762+31.2% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $656,701 | $10,809+5975.2% | $9,310+6953.4% | $11,250+5737.4% |