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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 | $533,638 | $148,623+259.1% | $135,974+292.5% | $139,466+282.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.79% | 79.30%-63.5pp | 68.30%-52.5pp | 373.66%-357.9pp |
| Employer contribution / active EE | $8,461 | $5,246+61.3% | $4,859+74.1% | $4,754+78.0% |
| Participant deferral / active EE | $14,650 | $8,103+80.8% | $7,760+88.8% | $6,712+118.3% |
| Admin fee / account holder | $1,367 | $12,406-89.0% | $10,767-87.3% | $11,409-88.0% |