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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 | $543,872 | $148,629+265.9% | $135,982+300.0% | $139,487+289.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.45% | 79.33%-59.9pp | 68.32%-48.9pp | 373.84%-354.4pp |
| Employer contribution / active EE | $9,886 | $5,247+88.4% | $4,859+103.5% | $4,755+107.9% |
| Participant deferral / active EE | $19,484 | $8,102+140.5% | $7,760+151.1% | $6,713+190.3% |
| Admin fee / account holder | $68,106 | $12,406+449.0% | $10,767+532.5% | $11,407+497.0% |