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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 | $596,984 | $223,823+166.7% | $211,142+182.7% | $154,746+285.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.12% | 50.39%-37.3pp | 46.84%-33.7pp | 172.34%-159.2pp |
| Employer contribution / active EE | $15,661 | $6,787+130.8% | $6,442+143.1% | $4,379+257.6% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $13,542 | $19,707-31.3% | $19,076-29.0% | $14,365-5.7% |