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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 | $768,519 | $148,629+417.1% | $135,982+465.2% | $139,487+451.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.09% | 79.33%-49.2pp | 68.32%-38.2pp | 373.84%-343.7pp |
| Employer contribution / active EE | $16,093 | $5,247+206.7% | $4,859+231.2% | $4,755+238.5% |
| Participant deferral / active EE | $21,504 | $8,102+165.4% | $7,760+177.1% | $6,713+220.3% |
| Admin fee / account holder | $48,640 | $12,406+292.1% | $10,767+351.7% | $11,407+326.4% |