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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 | $635,082 | $148,623+327.3% | $135,974+367.1% | $139,466+355.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.29% | 79.30%-59.0pp | 68.30%-48.0pp | 373.66%-353.4pp |
| Employer contribution / active EE | $20,036 | $5,246+281.9% | $4,859+312.3% | $4,754+321.5% |
| Participant deferral / active EE | $18,655 | $8,103+130.2% | $7,760+140.4% | $6,712+177.9% |
| Admin fee / account holder | $84,403 | $12,406+580.4% | $10,767+683.9% | $11,409+639.8% |