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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 | $526,103 | $157,304+234.4% | $141,197+272.6% | $152,909+244.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.38% | 64.34%-47.0pp | 71.41%-54.0pp | 345.46%-328.1pp |
| Employer contribution / active EE | $17,590 | $5,263+234.2% | $4,736+271.4% | $4,764+269.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $18,859 | $12,126+55.5% | $10,265+83.7% | $11,601+62.6% |