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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 | $848,387 | $148,623+470.8% | $135,974+523.9% | $139,466+508.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.88% | 79.30%-65.4pp | 68.30%-54.4pp | 373.66%-359.8pp |
| Employer contribution / active EE | $5,354 | $5,246+2.0% | $4,859+10.2% | $4,754+12.6% |
| Participant deferral / active EE | $10,604 | $8,103+30.9% | $7,760+36.6% | $6,712+58.0% |
| Admin fee / account holder | $116,703 | $12,406+840.7% | $10,767+983.9% | $11,409+922.9% |