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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 | $642,120 | $157,304+308.2% | $141,197+354.8% | $152,909+319.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.44% | 64.34%-44.9pp | 71.41%-52.0pp | 345.46%-326.0pp |
| Employer contribution / active EE | $7,500 | $5,263+42.5% | $4,736+58.4% | $4,764+57.4% |
| Participant deferral / active EE | $9,057 | $7,111+27.4% | $6,710+35.0% | $5,851+54.8% |
| Admin fee / account holder | $7,429 | $12,126-38.7% | $10,265-27.6% | $11,601-36.0% |