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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 | $491,364 | $183,627+167.6% | $155,602+215.8% | $145,978+236.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.30% | 61.32%-42.0pp | 64.81%-45.5pp | 550.52%-531.2pp |
| Employer contribution / active EE | $9,018 | $5,316+69.6% | $4,675+92.9% | $4,662+93.4% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,170 | $19,327-73.3% | $15,923-67.5% | $13,400-61.4% |