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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 | $530,535 | $148,623+257.0% | $135,974+290.2% | $139,466+280.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.58% | 79.30%-56.7pp | 68.30%-45.7pp | 373.66%-351.1pp |
| Employer contribution / active EE | $10,530 | $5,246+100.7% | $4,859+116.7% | $4,754+121.5% |
| Participant deferral / active EE | $16,938 | $8,103+109.0% | $7,760+118.3% | $6,712+152.4% |
| Admin fee / account holder | $483 | $12,406-96.1% | $10,767-95.5% | $11,409-95.8% |