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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 | $412,534 | $148,623+177.6% | $135,974+203.4% | $139,466+195.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.48% | 79.30%-65.8pp | 68.30%-54.8pp | 373.66%-360.2pp |
| Employer contribution / active EE | $21,285 | $5,246+305.7% | $4,859+338.1% | $4,754+347.7% |
| Participant deferral / active EE | $16,560 | $8,103+104.4% | $7,760+113.4% | $6,712+146.7% |
| Admin fee / account holder | $1,761 | $12,406-85.8% | $10,767-83.6% | $11,409-84.6% |