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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 | $409,597 | $183,539+123.2% | $155,556+163.3% | $145,897+180.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.28% | 61.31%-51.0pp | 64.84%-54.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $8,575 | $5,315+61.3% | $4,675+83.4% | $4,663+83.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $35,669 | $19,275+85.1% | $15,885+124.5% | $13,390+166.4% |