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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 | $596,293 | $223,823+166.4% | $211,142+182.4% | $154,746+285.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.85% | 50.39%-34.5pp | 46.84%-31.0pp | 172.34%-156.5pp |
| Employer contribution / active EE | $21,667 | $6,787+219.3% | $6,442+236.3% | $4,379+394.8% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $45,726 | $19,707+132.0% | $19,076+139.7% | $14,365+218.3% |