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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 | $539,464 | $148,582+263.1% | $135,942+296.8% | $139,456+286.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.42% | 79.26%-58.8pp | 68.28%-47.9pp | 373.45%-353.0pp |
| Employer contribution / active EE | $5,088 | $5,245-3.0% | $4,858+4.7% | $4,753+7.0% |
| Participant deferral / active EE | $28,994 | $8,101+257.9% | $7,759+273.7% | $6,711+332.0% |
| Admin fee / account holder | $29,313 | $12,402+136.4% | $10,764+172.3% | $11,407+157.0% |