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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 | $415,064 | $148,623+179.3% | $135,974+205.3% | $139,466+197.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.21% | 79.30%-64.1pp | 68.30%-53.1pp | 373.66%-358.5pp |
| Employer contribution / active EE | $11,642 | $5,246+121.9% | $4,859+139.6% | $4,754+144.9% |
| Participant deferral / active EE | $11,454 | $8,103+41.4% | $7,760+47.6% | $6,712+70.7% |
| Admin fee / account holder | $12,914 | $12,406+4.1% | $10,767+19.9% | $11,409+13.2% |