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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 | $386,828 | $165,361+133.9% | $149,715+158.4% | $158,950+143.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.18% | 348.24%-340.1pp | 276.66%-268.5pp | 302.91%-294.7pp |
| Employer contribution / active EE | $18,000 | $5,103+252.7% | $4,645+287.5% | $4,762+278.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,451 | $10,808-40.3% | $9,310-30.7% | $11,248-42.6% |