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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 | $593,230 | $227,399+160.9% | $189,758+212.6% | $198,609+198.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.76% | 61.03%-47.3pp | 52.62%-38.9pp | 202.70%-188.9pp |
| Employer contribution / active EE | $12,589 | $5,526+127.8% | $4,767+164.1% | $5,055+149.0% |
| Participant deferral / active EE | $11,952 | $6,837+74.8% | $5,856+104.1% | $6,977+71.3% |
| Admin fee / account holder | $2,117 | $25,162-91.6% | $20,388-89.6% | $19,030-88.9% |