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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 | $512,615 | $165,351+210.0% | $149,710+242.4% | $158,931+222.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.57% | 348.19%-337.6pp | 276.63%-266.1pp | 302.86%-292.3pp |
| Employer contribution / active EE | $24,201 | $5,103+374.2% | $4,645+421.1% | $4,761+408.3% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $3,260 | $10,807-69.8% | $9,309-65.0% | $11,247-71.0% |