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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 | $600,527 | $178,174+237.0% | $156,181+284.5% | $137,256+337.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 37.18% | 84.19%-47.0pp | 64.87%-27.7pp | 220.34%-183.2pp |
| Employer contribution / active EE | $13,346 | $4,972+168.4% | $4,294+210.8% | $4,156+221.1% |
| Participant deferral / active EE | $7,467 | $6,888+8.4% | $6,132+21.8% | $6,407+16.5% |
| Admin fee / account holder | $9,630 | $17,404-44.7% | $14,586-34.0% | $12,270-21.5% |