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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 | $504,119 | $148,623+239.2% | $135,974+270.7% | $139,466+261.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.84% | 79.30%-63.5pp | 68.30%-52.5pp | 373.66%-357.8pp |
| Employer contribution / active EE | $6,821 | $5,246+30.0% | $4,859+40.4% | $4,754+43.5% |
| Participant deferral / active EE | $13,201 | $8,103+62.9% | $7,760+70.1% | $6,712+96.7% |
| Admin fee / account holder | $4,629 | $12,406-62.7% | $10,767-57.0% | $11,409-59.4% |