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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 | $608,008 | $209,405+190.3% | $178,486+240.6% | $158,931+282.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.69% | 188.77%-181.1pp | 151.08%-143.4pp | 302.86%-295.2pp |
| Employer contribution / active EE | $4,163 | $5,707-27.1% | $5,011-16.9% | $4,761-12.6% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $4,400 | $17,076-74.2% | $13,985-68.5% | $11,247-60.9% |