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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 | $401,223 | $102,938+289.8% | $94,105+326.4% | $138,895+188.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 15.33% | 250.28%-235.0pp | 204.55%-189.2pp | 145.39%-130.1pp |
| Employer contribution / active EE | $4,615 | $2,732+68.9% | $2,504+84.3% | $4,194+10.0% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $12,657 | $6,600+91.8% | $6,199+104.2% | $12,562+0.8% |