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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 | $453,484 | $157,304+188.3% | $141,197+221.2% | $152,909+196.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.25% | 64.34%-40.1pp | 71.41%-47.2pp | 345.46%-321.2pp |
| Employer contribution / active EE | $14,420 | $5,263+174.0% | $4,736+204.5% | $4,764+202.7% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,839 | $12,126+5.9% | $10,265+25.1% | $11,601+10.7% |