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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 | $577,269 | $148,582+288.5% | $135,942+324.6% | $139,456+313.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.95% | 79.26%-59.3pp | 68.28%-48.3pp | 373.45%-353.5pp |
| Employer contribution / active EE | $13,569 | $5,245+158.7% | $4,858+179.3% | $4,753+185.5% |
| Participant deferral / active EE | $15,180 | $8,101+87.4% | $7,759+95.6% | $6,711+126.2% |
| Admin fee / account holder | $2,474 | $12,402-80.1% | $10,764-77.0% | $11,407-78.3% |