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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 | $601,141 | $148,582+304.6% | $135,942+342.2% | $139,456+331.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.51% | 79.26%-59.7pp | 68.28%-48.8pp | 373.45%-353.9pp |
| Employer contribution / active EE | $12,500 | $5,245+138.3% | $4,858+157.3% | $4,753+163.0% |
| Participant deferral / active EE | $17,000 | $8,101+109.8% | $7,759+119.1% | $6,711+153.3% |
| Admin fee / account holder | $4,359 | $12,402-64.9% | $10,764-59.5% | $11,407-61.8% |