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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 | $430,982 | $148,623+190.0% | $135,974+217.0% | $139,466+209.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.73% | 79.30%-62.6pp | 68.30%-51.6pp | 373.66%-356.9pp |
| Employer contribution / active EE | $16,041 | $5,246+205.8% | $4,859+230.1% | $4,754+237.4% |
| Participant deferral / active EE | $12,748 | $8,103+57.3% | $7,760+64.3% | $6,712+89.9% |
| Admin fee / account holder | $386 | $12,406-96.9% | $10,767-96.4% | $11,409-96.6% |