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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 | $492,969 | $168,636+192.3% | $147,618+233.9% | $125,388+293.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.31% | 77.65%-74.3pp | 61.98%-58.7pp | 282.24%-278.9pp |
| Employer contribution / active EE | $7,767 | $6,252+24.2% | $5,565+39.6% | $4,866+59.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $130,429 | $13,580+860.4% | $11,612+1023.3% | $9,541+1267.1% |