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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 | $465,928 | $165,381+181.7% | $149,730+211.2% | $158,966+193.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $18,214 | $5,104+256.9% | $4,645+292.1% | $4,762+282.5% |
| Participant deferral / active EE | $12,280 | $7,182+71.0% | $6,843+79.5% | $5,983+105.2% |
| Admin fee / account holder | $2,662 | $10,809-75.4% | $9,310-71.4% | $11,250-76.3% |