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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 | $593,687 | $148,623+299.5% | $135,974+336.6% | $139,466+325.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.95% | 79.30%-51.3pp | 68.30%-40.4pp | 373.66%-345.7pp |
| Employer contribution / active EE | $18,450 | $5,246+251.7% | $4,859+279.7% | $4,754+288.1% |
| Participant deferral / active EE | $15,121 | $8,103+86.6% | $7,760+94.9% | $6,712+125.3% |
| Admin fee / account holder | $4,482 | $12,406-63.9% | $10,767-58.4% | $11,409-60.7% |