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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 | $640,795 | $148,623+331.2% | $135,974+371.3% | $139,466+359.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.67% | 79.30%-64.6pp | 68.30%-53.6pp | 373.66%-359.0pp |
| Employer contribution / active EE | $26,387 | $5,246+403.0% | $4,859+443.1% | $4,754+455.1% |
| Participant deferral / active EE | $30,000 | $8,103+270.2% | $7,760+286.6% | $6,712+347.0% |
| Admin fee / account holder | $5,715 | $12,406-53.9% | $10,767-46.9% | $11,409-49.9% |