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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 | $760,957 | $148,629+412.0% | $135,982+459.6% | $139,487+445.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.20% | 79.33%-57.1pp | 68.32%-46.1pp | 373.84%-351.6pp |
| Employer contribution / active EE | $15,525 | $5,247+195.9% | $4,859+219.5% | $4,755+226.5% |
| Participant deferral / active EE | $23,125 | $8,102+185.4% | $7,760+198.0% | $6,713+244.5% |
| Admin fee / account holder | $6,515 | $12,406-47.5% | $10,767-39.5% | $11,407-42.9% |