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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 | $695,071 | $148,582+367.8% | $135,942+411.3% | $139,456+398.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.22% | 79.26%-62.0pp | 68.28%-51.1pp | 373.45%-356.2pp |
| Employer contribution / active EE | $18,077 | $5,245+244.7% | $4,858+272.2% | $4,753+280.4% |
| Participant deferral / active EE | $16,464 | $8,101+103.2% | $7,759+112.2% | $6,711+145.3% |
| Admin fee / account holder | $443 | $12,402-96.4% | $10,764-95.9% | $11,407-96.1% |