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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 | $652,867 | $148,629+339.3% | $135,982+380.1% | $139,487+368.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.38% | 79.33%-58.0pp | 68.32%-46.9pp | 373.84%-352.5pp |
| Employer contribution / active EE | $14,038 | $5,247+167.6% | $4,859+188.9% | $4,755+195.3% |
| Participant deferral / active EE | $8,294 | $8,102+2.4% | $7,760+6.9% | $6,713+23.6% |
| Admin fee / account holder | $9,921 | $12,406-20.0% | $10,767-7.9% | $11,407-13.0% |