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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 | $567,826 | $185,856+205.5% | $170,028+234.0% | $139,456+307.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.73% | 60.52%-42.8pp | 53.39%-35.7pp | 373.45%-355.7pp |
| Employer contribution / active EE | $60,000 | $7,593+690.2% | $6,788+784.0% | $4,753+1162.4% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $916 | $15,387-94.0% | $12,820-92.9% | $11,407-92.0% |