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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 | $609,788 | $148,629+310.3% | $135,982+348.4% | $139,487+337.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.33% | 79.33%-66.0pp | 68.32%-55.0pp | 373.84%-360.5pp |
| Employer contribution / active EE | $4,535 | $5,247-13.6% | $4,859-6.7% | $4,755-4.6% |
| Participant deferral / active EE | $16,150 | $8,102+99.3% | $7,760+108.1% | $6,713+140.6% |
| Admin fee / account holder | $5,680 | $12,406-54.2% | $10,767-47.2% | $11,407-50.2% |