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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 | $461,431 | $148,623+210.5% | $135,974+239.4% | $139,466+230.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.21% | 79.30%-61.1pp | 68.30%-50.1pp | 373.66%-355.4pp |
| Employer contribution / active EE | $6,500 | $5,246+23.9% | $4,859+33.8% | $4,754+36.7% |
| Participant deferral / active EE | $13,429 | $8,103+65.7% | $7,760+73.1% | $6,712+100.1% |
| Admin fee / account holder | $9,658 | $12,406-22.2% | $10,767-10.3% | $11,409-15.3% |