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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 | $565,617 | $185,883+204.3% | $170,043+232.6% | $139,466+305.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.86% | 60.54%-46.7pp | 53.40%-39.5pp | 373.66%-359.8pp |
| Employer contribution / active EE | $24,000 | $7,596+215.9% | $6,790+253.5% | $4,754+404.8% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $8,637 | $15,393-43.9% | $12,824-32.7% | $11,409-24.3% |