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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 | $839,222 | $148,629+464.6% | $135,982+517.2% | $139,487+501.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.54% | 79.33%-64.8pp | 68.32%-53.8pp | 373.84%-359.3pp |
| Employer contribution / active EE | $12,750 | $5,247+143.0% | $4,859+162.4% | $4,755+168.2% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $27,544 | $12,406+122.0% | $10,767+155.8% | $11,407+141.5% |