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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 | $427,469 | $148,629+187.6% | $135,982+214.4% | $139,487+206.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.75% | 79.33%-60.6pp | 68.32%-49.6pp | 373.84%-355.1pp |
| Employer contribution / active EE | $13,974 | $5,247+166.4% | $4,859+187.6% | $4,755+193.9% |
| Participant deferral / active EE | $10,289 | $8,102+27.0% | $7,760+32.6% | $6,713+53.3% |
| Admin fee / account holder | $391 | $12,406-96.9% | $10,767-96.4% | $11,407-96.6% |