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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 | $570,932 | $156,398+265.1% | $147,318+287.5% | $138,895+311.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.19% | 78.75%-56.6pp | 70.43%-48.2pp | 145.39%-123.2pp |
| Employer contribution / active EE | $39,338 | $4,853+710.5% | $4,593+756.5% | $4,194+837.9% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $24,036 | $14,976+60.5% | $13,708+75.3% | $12,562+91.3% |