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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 | $484,306 | $148,623+225.9% | $135,974+256.2% | $139,466+247.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.00% | 79.30%-59.3pp | 68.30%-48.3pp | 373.66%-353.7pp |
| Employer contribution / active EE | $10,699 | $5,246+103.9% | $4,859+120.2% | $4,754+125.1% |
| Participant deferral / active EE | $17,998 | $8,103+122.1% | $7,760+131.9% | $6,712+168.1% |
| Admin fee / account holder | $3,094 | $12,406-75.1% | $10,767-71.3% | $11,409-72.9% |