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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 | $925,252 | $148,623+522.5% | $135,974+580.5% | $139,466+563.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.68% | 79.30%-60.6pp | 68.30%-49.6pp | 373.66%-355.0pp |
| Employer contribution / active EE | $13,808 | $5,246+163.2% | $4,859+184.2% | $4,754+190.5% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $63,331 | $12,406+410.5% | $10,767+488.2% | $11,409+455.1% |