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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 | $777,733 | $162,136+379.7% | $152,301+410.7% | $154,746+402.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.59% | 91.02%-76.4pp | 80.50%-65.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $25,227 | $4,890+415.9% | $4,624+445.5% | $4,379+476.1% |
| Participant deferral / active EE | $12,620 | $8,341+51.3% | $8,004+57.7% | $6,730+87.5% |
| Admin fee / account holder | $8,688 | $15,759-44.9% | $14,398-39.7% | $14,365-39.5% |