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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 | $575,097 | $209,336+174.7% | $197,124+191.7% | $137,256+319.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.95% | 48.09%-31.1pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $5,076 | $6,591-23.0% | $6,227-18.5% | $4,156+22.1% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $27,482 | $17,308+58.8% | $16,298+68.6% | $12,270+124.0% |