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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 | $619,705 | $181,062+242.3% | $158,223+291.7% | $155,188+299.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 26.95% | 57.39%-30.4pp | 52.09%-25.1pp | 148.84%-121.9pp |
| Employer contribution / active EE | $23,820 | $4,565+421.8% | $4,109+479.7% | $4,248+460.8% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $17,654 | $18,825-6.2% | $16,047+10.0% | $14,480+21.9% |