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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 | $485,515 | $165,361+193.6% | $149,715+224.3% | $158,950+205.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 10.10% | 348.24%-338.1pp | 276.66%-266.6pp | 302.91%-292.8pp |
| Employer contribution / active EE | $24,021 | $5,103+370.7% | $4,645+417.2% | $4,762+404.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,234 | $10,808-70.1% | $9,310-65.3% | $11,248-71.2% |