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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 | $444,874 | $148,629+199.3% | $135,982+227.2% | $139,487+218.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.51% | 79.33%-60.8pp | 68.32%-49.8pp | 373.84%-355.3pp |
| Employer contribution / active EE | $10,619 | $5,247+102.4% | $4,859+118.5% | $4,755+123.3% |
| Participant deferral / active EE | $16,680 | $8,102+105.9% | $7,760+114.9% | $6,713+148.5% |
| Admin fee / account holder | $587 | $12,406-95.3% | $10,767-94.5% | $11,407-94.9% |