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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 | $736,993 | $148,623+395.9% | $135,974+442.0% | $139,466+428.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.66% | 79.30%-65.6pp | 68.30%-54.6pp | 373.66%-360.0pp |
| Employer contribution / active EE | $24,346 | $5,246+364.0% | $4,859+401.0% | $4,754+412.1% |
| Participant deferral / active EE | $16,950 | $8,103+109.2% | $7,760+118.4% | $6,712+152.5% |
| Admin fee / account holder | $3,811 | $12,406-69.3% | $10,767-64.6% | $11,409-66.6% |