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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 | $470,296 | $176,105+167.1% | $159,474+194.9% | $167,536+180.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.04% | 331.91%-317.9pp | 263.68%-249.6pp | 478.82%-464.8pp |
| Employer contribution / active EE | $12,000 | $5,299+126.5% | $4,831+148.4% | $4,839+148.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,593 | $12,559-63.4% | $10,802-57.5% | $12,315-62.7% |