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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 | $768,144 | $148,623+416.8% | $135,974+464.9% | $139,466+450.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.46% | 79.30%-59.8pp | 68.30%-48.8pp | 373.66%-354.2pp |
| Employer contribution / active EE | $43,040 | $5,246+720.4% | $4,859+785.8% | $4,754+805.3% |
| Participant deferral / active EE | $16,942 | $8,103+109.1% | $7,760+118.3% | $6,712+152.4% |
| Admin fee / account holder | $1,625 | $12,406-86.9% | $10,767-84.9% | $11,409-85.8% |