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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 | $651,393 | $148,623+338.3% | $135,974+379.1% | $139,466+367.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.31% | 79.30%-66.0pp | 68.30%-55.0pp | 373.66%-360.4pp |
| Employer contribution / active EE | $22,386 | $5,246+326.7% | $4,859+360.7% | $4,754+370.9% |
| Participant deferral / active EE | $5,682 | $8,103-29.9% | $7,760-26.8% | $6,712-15.3% |
| Admin fee / account holder | $14,359 | $12,406+15.7% | $10,767+33.4% | $11,409+25.9% |