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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 | $672,379 | $148,629+352.4% | $135,982+394.5% | $139,487+382.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.76% | 79.33%-60.6pp | 68.32%-49.6pp | 373.84%-355.1pp |
| Employer contribution / active EE | $25,758 | $5,247+391.0% | $4,859+430.1% | $4,755+441.7% |
| Participant deferral / active EE | $23,329 | $8,102+187.9% | $7,760+200.6% | $6,713+247.5% |
| Admin fee / account holder | $2,031 | $12,406-83.6% | $10,767-81.1% | $11,407-82.2% |