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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 | $464,770 | $165,361+181.1% | $149,715+210.4% | $158,950+192.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.46% | 348.24%-331.8pp | 276.66%-260.2pp | 302.91%-286.5pp |
| Employer contribution / active EE | $33,273 | $5,103+552.0% | $4,645+616.4% | $4,762+598.7% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $25,000 | $10,808+131.3% | $9,310+168.5% | $11,248+122.3% |