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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 | $503,265 | $148,623+238.6% | $135,974+270.1% | $139,466+260.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.30% | 79.30%-65.0pp | 68.30%-54.0pp | 373.66%-359.4pp |
| Employer contribution / active EE | $15,582 | $5,246+197.0% | $4,859+220.7% | $4,754+227.8% |
| Participant deferral / active EE | $16,401 | $8,103+102.4% | $7,760+111.4% | $6,712+144.4% |
| Admin fee / account holder | $619 | $12,406-95.0% | $10,767-94.2% | $11,409-94.6% |