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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 | $449,660 | $157,276+185.9% | $141,177+218.5% | $152,885+194.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.52% | 64.33%-44.8pp | 71.40%-51.9pp | 345.39%-325.9pp |
| Employer contribution / active EE | $18,780 | $5,262+256.9% | $4,736+296.6% | $4,763+294.3% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,370 | $12,123+10.3% | $10,263+30.3% | $11,598+15.3% |