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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 | $581,881 | $227,399+155.9% | $189,758+206.6% | $198,609+193.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.05% | 61.03%-50.0pp | 52.62%-41.6pp | 202.70%-191.7pp |
| Employer contribution / active EE | $45,100 | $5,526+716.1% | $4,767+846.2% | $5,055+792.1% |
| Participant deferral / active EE | $23,167 | $6,837+238.8% | $5,856+295.6% | $6,977+232.1% |
| Admin fee / account holder | $4,553 | $25,162-81.9% | $20,388-77.7% | $19,030-76.1% |