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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 | $525,513 | $148,629+253.6% | $135,982+286.5% | $139,487+276.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.13% | 79.33%-67.2pp | 68.32%-56.2pp | 373.84%-361.7pp |
| Employer contribution / active EE | $9,961 | $5,247+89.9% | $4,859+105.0% | $4,755+109.5% |
| Participant deferral / active EE | $23,167 | $8,102+185.9% | $7,760+198.5% | $6,713+245.1% |
| Admin fee / account holder | $18,226 | $12,406+46.9% | $10,767+69.3% | $11,407+59.8% |