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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 | $517,092 | $148,623+247.9% | $135,974+280.3% | $139,466+270.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.54% | 79.30%-59.8pp | 68.30%-48.8pp | 373.66%-354.1pp |
| Employer contribution / active EE | $1,950 | $5,246-62.8% | $4,859-59.9% | $4,754-59.0% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $17,563 | $12,406+41.6% | $10,767+63.1% | $11,409+53.9% |