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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 | $788,215 | $148,623+430.3% | $135,974+479.7% | $139,466+465.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.37% | 79.30%-63.9pp | 68.30%-52.9pp | 373.66%-358.3pp |
| Employer contribution / active EE | $15,110 | $5,246+188.0% | $4,859+211.0% | $4,754+217.8% |
| Participant deferral / active EE | $10,622 | $8,103+31.1% | $7,760+36.9% | $6,712+58.2% |
| Admin fee / account holder | $12,885 | $12,406+3.9% | $10,767+19.7% | $11,409+12.9% |