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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 | $148,558+412.2% | $135,925+459.8% | $139,427+445.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.20% | 79.22%-57.0pp | 68.25%-46.1pp | 373.27%-351.1pp |
| Employer contribution / active EE | $15,525 | $5,244+196.1% | $4,857+219.6% | $4,752+226.7% |
| Participant deferral / active EE | $23,125 | $8,101+185.5% | $7,759+198.0% | $6,711+244.6% |
| Admin fee / account holder | $6,515 | $12,401-47.5% | $10,764-39.5% | $11,404-42.9% |