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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 | $852,653 | $148,629+473.7% | $135,982+527.0% | $139,487+511.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.48% | 79.33%-59.8pp | 68.32%-48.8pp | 373.84%-354.4pp |
| Employer contribution / active EE | $15,594 | $5,247+197.2% | $4,859+220.9% | $4,755+228.0% |
| Participant deferral / active EE | $9,000 | $8,102+11.1% | $7,760+16.0% | $6,713+34.1% |
| Admin fee / account holder | $2,612 | $12,406-78.9% | $10,767-75.7% | $11,407-77.1% |