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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 | $626,732 | $148,582+321.8% | $135,942+361.0% | $139,456+349.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.25% | 79.26%-65.0pp | 68.28%-54.0pp | 373.45%-359.2pp |
| Employer contribution / active EE | $17,477 | $5,245+233.2% | $4,858+259.8% | $4,753+267.7% |
| Participant deferral / active EE | $12,230 | $8,101+51.0% | $7,759+57.6% | $6,711+82.2% |
| Admin fee / account holder | $923 | $12,402-92.6% | $10,764-91.4% | $11,407-91.9% |