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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 | $595,658 | $148,623+300.8% | $135,974+338.1% | $139,466+327.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.16% | 79.30%-61.1pp | 68.30%-50.1pp | 373.66%-355.5pp |
| Employer contribution / active EE | $15,663 | $5,246+198.6% | $4,859+222.4% | $4,754+229.5% |
| Participant deferral / active EE | $4,259 | $8,103-47.4% | $7,760-45.1% | $6,712-36.5% |
| Admin fee / account holder | $27,784 | $12,406+124.0% | $10,767+158.1% | $11,409+143.5% |