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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 | $980,445 | $148,623+559.7% | $135,974+621.1% | $139,466+603.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.66% | 79.30%-58.6pp | 68.30%-47.6pp | 373.66%-353.0pp |
| Employer contribution / active EE | $34,171 | $5,246+551.3% | $4,859+603.3% | $4,754+618.8% |
| Participant deferral / active EE | $29,004 | $8,103+258.0% | $7,760+273.8% | $6,712+332.1% |
| Admin fee / account holder | $4,927 | $12,406-60.3% | $10,767-54.2% | $11,409-56.8% |