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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 | $450,339 | $148,623+203.0% | $135,974+231.2% | $139,466+222.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.43% | 79.30%-63.9pp | 68.30%-52.9pp | 373.66%-358.2pp |
| Employer contribution / active EE | $14,158 | $5,246+169.9% | $4,859+191.4% | $4,754+197.8% |
| Participant deferral / active EE | $21,700 | $8,103+167.8% | $7,760+179.6% | $6,712+223.3% |
| Admin fee / account holder | $47,781 | $12,406+285.2% | $10,767+343.8% | $11,409+318.8% |