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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 | $471,267 | $148,629+217.1% | $135,982+246.6% | $139,487+237.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.05% | 79.33%-61.3pp | 68.32%-50.3pp | 373.84%-355.8pp |
| Employer contribution / active EE | $21,515 | $5,247+310.1% | $4,859+342.8% | $4,755+352.5% |
| Participant deferral / active EE | $22,961 | $8,102+183.4% | $7,760+195.9% | $6,713+242.1% |
| Admin fee / account holder | $4,228 | $12,406-65.9% | $10,767-60.7% | $11,407-62.9% |