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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 | $477,903 | $148,623+221.6% | $135,974+251.5% | $139,466+242.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.95% | 79.30%-62.3pp | 68.30%-51.4pp | 373.66%-356.7pp |
| Employer contribution / active EE | $8,344 | $5,246+59.0% | $4,859+71.7% | $4,754+75.5% |
| Participant deferral / active EE | $10,678 | $8,103+31.8% | $7,760+37.6% | $6,712+59.1% |
| Admin fee / account holder | $55,127 | $12,406+344.4% | $10,767+412.0% | $11,409+383.2% |