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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 | $448,504 | $148,623+201.8% | $135,974+229.8% | $139,466+221.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.01% | 79.30%-55.3pp | 68.30%-44.3pp | 373.66%-349.7pp |
| Employer contribution / active EE | $46,375 | $5,246+783.9% | $4,859+854.4% | $4,754+875.5% |
| Participant deferral / active EE | $20,771 | $8,103+156.3% | $7,760+167.7% | $6,712+209.5% |
| Admin fee / account holder | $1,284 | $12,406-89.7% | $10,767-88.1% | $11,409-88.7% |