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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 | $913,784 | $148,629+514.8% | $135,982+572.0% | $139,487+555.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.28% | 79.33%-59.0pp | 68.32%-48.0pp | 373.84%-353.6pp |
| Employer contribution / active EE | $8,295 | $5,247+58.1% | $4,859+70.7% | $4,755+74.5% |
| Participant deferral / active EE | $12,000 | $8,102+48.1% | $7,760+54.6% | $6,713+78.8% |
| Admin fee / account holder | $1,405 | $12,406-88.7% | $10,767-87.0% | $11,407-87.7% |