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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 | $285,838 | $156,398+82.8% | $147,318+94.0% | $138,895+105.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.11% | 78.75%-56.6pp | 70.43%-48.3pp | 145.39%-123.3pp |
| Employer contribution / active EE | $15,800 | $4,853+225.6% | $4,593+244.0% | $4,194+276.7% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $788,460 | $14,976+5164.9% | $13,708+5652.0% | $12,562+6176.5% |