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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 | $936,513 | $148,623+530.1% | $135,974+588.7% | $139,466+571.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.30% | 79.30%-58.0pp | 68.30%-47.0pp | 373.66%-352.4pp |
| Employer contribution / active EE | $1,771 | $5,246-66.2% | $4,859-63.6% | $4,754-62.8% |
| Participant deferral / active EE | $18,991 | $8,103+134.4% | $7,760+144.7% | $6,712+182.9% |
| Admin fee / account holder | $66,570 | $12,406+436.6% | $10,767+518.3% | $11,409+483.5% |