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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 | $823,449 | $166,131+395.7% | $164,975+399.1% | $145,877+464.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 32.22% | 100.37%-68.1pp | 70.12%-37.9pp | 551.28%-519.1pp |
| Employer contribution / active EE | $2,500 | $5,276-52.6% | $4,343-42.4% | $4,663-46.4% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $20,375 | $16,648+22.4% | $12,688+60.6% | $13,402+52.0% |