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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 | $404,926 | $159,978+153.1% | $147,041+175.4% | $145,978+177.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.71% | 98.36%-81.7pp | 419.21%-402.5pp | 550.52%-533.8pp |
| Employer contribution / active EE | $11,600 | $5,288+119.4% | $4,935+135.1% | $4,662+148.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,129 | $15,053-85.9% | $13,006-83.6% | $13,400-84.1% |