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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 | $709,552 | $197,637+259.0% | $177,848+299.0% | $158,982+346.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.85% | 58.77%-46.9pp | 48.33%-36.5pp | 302.99%-291.1pp |
| Employer contribution / active EE | $12,345 | $6,698+84.3% | $5,919+108.6% | $4,763+159.2% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $856 | $15,406-94.4% | $12,431-93.1% | $11,252-92.4% |