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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 | $570,672 | $185,883+207.0% | $170,043+235.6% | $139,466+309.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.63% | 60.54%-38.9pp | 53.40%-31.8pp | 373.66%-352.0pp |
| Employer contribution / active EE | $8,950 | $7,596+17.8% | $6,790+31.8% | $4,754+88.3% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,981 | $15,393-67.6% | $12,824-61.2% | $11,409-56.3% |