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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 | $166,268+399.2% | $165,100+402.7% | $145,897+468.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.76% | 100.52%-89.8pp | 70.21%-59.5pp | 552.29%-541.5pp |
| Employer contribution / active EE | $7,042 | $5,284+33.3% | $4,348+61.9% | $4,663+51.0% |
| Participant deferral / active EE | $30,500 | $6,964+337.9% | $6,035+405.4% | $6,689+356.0% |
| Admin fee / account holder | $7,012 | $16,659-57.9% | $12,696-44.8% | $13,390-47.6% |