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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 | $607,704 | $148,623+308.9% | $135,974+346.9% | $139,466+335.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.30% | 79.30%-67.0pp | 68.30%-56.0pp | 373.66%-361.4pp |
| Employer contribution / active EE | $12,124 | $5,246+131.1% | $4,859+149.5% | $4,754+155.0% |
| Participant deferral / active EE | $15,322 | $8,103+89.1% | $7,760+97.4% | $6,712+128.3% |
| Admin fee / account holder | $20,154 | $12,406+62.5% | $10,767+87.2% | $11,409+76.7% |