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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 | $830,030 | $166,020+400.0% | $164,866+403.5% | $145,959+468.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.76% | 100.08%-89.3pp | 69.97%-59.2pp | 561.95%-551.2pp |
| Employer contribution / active EE | $7,042 | $5,275+33.5% | $4,343+62.1% | $4,661+51.1% |
| Participant deferral / active EE | $30,500 | $6,961+338.2% | $6,033+405.6% | $6,689+356.0% |
| Admin fee / account holder | $7,012 | $16,644-57.9% | $12,689-44.7% | $13,398-47.7% |