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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 | $923,404 | $148,623+521.3% | $135,974+579.1% | $139,466+562.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.38% | 79.30%-57.9pp | 68.30%-46.9pp | 373.66%-352.3pp |
| Employer contribution / active EE | $10,799 | $5,246+105.8% | $4,859+122.3% | $4,754+127.2% |
| Participant deferral / active EE | $18,484 | $8,103+128.1% | $7,760+138.2% | $6,712+175.4% |
| Admin fee / account holder | $48,501 | $12,406+291.0% | $10,767+350.5% | $11,409+325.1% |