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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 | $454,839 | $148,582+206.1% | $135,942+234.6% | $139,456+226.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.50% | 79.26%-65.8pp | 68.28%-54.8pp | 373.45%-359.9pp |
| Employer contribution / active EE | $12,677 | $5,245+141.7% | $4,858+161.0% | $4,753+166.7% |
| Participant deferral / active EE | $17,158 | $8,101+111.8% | $7,759+121.1% | $6,711+155.7% |
| Admin fee / account holder | $1,619 | $12,402-86.9% | $10,764-85.0% | $11,407-85.8% |