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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 | $576,390 | $148,623+287.8% | $135,974+323.9% | $139,466+313.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.91% | 79.30%-60.4pp | 68.30%-49.4pp | 373.66%-354.8pp |
| Employer contribution / active EE | $14,673 | $5,246+179.7% | $4,859+202.0% | $4,754+208.6% |
| Participant deferral / active EE | $11,684 | $8,103+44.2% | $7,760+50.6% | $6,712+74.1% |
| Admin fee / account holder | $3,636 | $12,406-70.7% | $10,767-66.2% | $11,409-68.1% |