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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 | $433,753 | $154,228+181.2% | $145,433+198.2% | $137,256+216.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.86% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $17,222 | $4,804+258.5% | $4,554+278.1% | $4,156+314.4% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,488 | $14,344-75.7% | $13,129-73.4% | $12,270-71.6% |