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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 | $428,631 | $176,105+143.4% | $159,474+168.8% | $167,536+155.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.44% | 331.91%-304.5pp | 263.68%-236.2pp | 478.82%-451.4pp |
| Employer contribution / active EE | $4,044 | $5,299-23.7% | $4,831-16.3% | $4,839-16.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $17,392 | $12,559+38.5% | $10,802+61.0% | $12,315+41.2% |