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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 | $700,692 | $148,623+371.5% | $135,974+415.3% | $139,466+402.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.82% | 79.30%-61.5pp | 68.30%-50.5pp | 373.66%-355.8pp |
| Employer contribution / active EE | $15,024 | $5,246+186.4% | $4,859+209.2% | $4,754+216.0% |
| Participant deferral / active EE | $14,832 | $8,103+83.1% | $7,760+91.1% | $6,712+121.0% |
| Admin fee / account holder | $70,920 | $12,406+471.7% | $10,767+558.7% | $11,409+521.6% |