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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 | $762,313 | $112,121+579.9% | $95,960+694.4% | $158,966+379.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.37% | 171.16%-158.8pp | 91.63%-79.3pp | 302.95%-290.6pp |
| Employer contribution / active EE | $4,167 | $3,199+30.2% | $2,541+64.0% | $4,762-12.5% |
| Participant deferral / active EE | $14,982 | $4,784+213.1% | $4,167+259.6% | $5,983+150.4% |
| Admin fee / account holder | $2,518 | $10,135-75.2% | $6,797-63.0% | $11,250-77.6% |