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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 | $554,634 | $112,112+394.7% | $95,956+478.0% | $158,950+248.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.26% | 171.15%-159.9pp | 91.63%-80.4pp | 302.91%-291.7pp |
| Employer contribution / active EE | $5,556 | $3,199+73.7% | $2,541+118.6% | $4,762+16.7% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $19,944 | $10,134+96.8% | $6,797+193.4% | $11,248+77.3% |