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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 | $717,506 | $148,623+382.8% | $135,974+427.7% | $139,466+414.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.91% | 79.30%-60.4pp | 68.30%-49.4pp | 373.66%-354.8pp |
| Employer contribution / active EE | $7,148 | $5,246+36.2% | $4,859+47.1% | $4,754+50.4% |
| Participant deferral / active EE | $12,617 | $8,103+55.7% | $7,760+62.6% | $6,712+88.0% |
| Admin fee / account holder | $59,157 | $12,406+376.9% | $10,767+449.5% | $11,409+418.5% |