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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 | $503,043 | $227,399+121.2% | $189,758+165.1% | $198,609+153.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.38% | 61.03%-49.7pp | 52.62%-41.2pp | 202.70%-191.3pp |
| Employer contribution / active EE | $19,514 | $5,526+253.1% | $4,767+309.4% | $5,055+286.0% |
| Participant deferral / active EE | $18,758 | $6,837+174.4% | $5,856+220.3% | $6,977+168.9% |
| Admin fee / account holder | $120,928 | $25,162+380.6% | $20,388+493.1% | $19,030+535.5% |