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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 | $552,199 | $148,629+271.5% | $135,982+306.1% | $139,487+295.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.64% | 79.33%-65.7pp | 68.32%-54.7pp | 373.84%-360.2pp |
| Employer contribution / active EE | $6,288 | $5,247+19.8% | $4,859+29.4% | $4,755+32.2% |
| Participant deferral / active EE | $30,033 | $8,102+270.7% | $7,760+287.0% | $6,713+347.4% |
| Admin fee / account holder | $135,925 | $12,406+995.6% | $10,767+1162.4% | $11,407+1091.6% |