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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 | $314,026 | $148,629+111.3% | $135,982+130.9% | $139,487+125.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.85% | 79.33%-61.5pp | 68.32%-50.5pp | 373.84%-356.0pp |
| Employer contribution / active EE | $20,986 | $5,247+300.0% | $4,859+331.9% | $4,755+341.4% |
| Participant deferral / active EE | $17,013 | $8,102+110.0% | $7,760+119.2% | $6,713+153.4% |
| Admin fee / account holder | $1,299 | $12,406-89.5% | $10,767-87.9% | $11,407-88.6% |