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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 | $438,226 | $148,623+194.9% | $135,974+222.3% | $139,466+214.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.40% | 79.30%-66.9pp | 68.30%-55.9pp | 373.66%-361.3pp |
| Employer contribution / active EE | $16,144 | $5,246+207.7% | $4,859+232.3% | $4,754+239.6% |
| Participant deferral / active EE | $13,003 | $8,103+60.5% | $7,760+67.6% | $6,712+93.7% |
| Admin fee / account holder | $17,350 | $12,406+39.9% | $10,767+61.1% | $11,409+52.1% |