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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 | $477,366 | $166,242+187.2% | $165,071+189.2% | $145,884+227.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.63% | 100.44%-85.8pp | 70.17%-55.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $5,500 | $5,283+4.1% | $4,347+26.5% | $4,662+18.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $21,075 | $16,658+26.5% | $12,695+66.0% | $13,392+57.4% |