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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 | $618,370 | $148,623+316.1% | $135,974+354.8% | $139,466+343.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.15% | 79.30%-63.1pp | 68.30%-52.2pp | 373.66%-357.5pp |
| Employer contribution / active EE | $8,824 | $5,246+68.2% | $4,859+81.6% | $4,754+85.6% |
| Participant deferral / active EE | $12,728 | $8,103+57.1% | $7,760+64.0% | $6,712+89.6% |
| Admin fee / account holder | $6,387 | $12,406-48.5% | $10,767-40.7% | $11,409-44.0% |