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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 | $520,281 | $217,432+139.3% | $185,849+179.9% | $167,536+210.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.31% | 148.42%-139.1pp | 122.10%-112.8pp | 478.82%-469.5pp |
| Employer contribution / active EE | $5,477 | $5,875-6.8% | $5,169+6.0% | $4,839+13.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $28,121 | $19,818+41.9% | $16,244+73.1% | $12,315+128.4% |