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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 | $702,831 | $227,399+209.1% | $189,758+270.4% | $198,609+253.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.65% | 61.03%-47.4pp | 52.62%-39.0pp | 202.70%-189.0pp |
| Employer contribution / active EE | $10,487 | $5,526+89.8% | $4,767+120.0% | $5,055+107.4% |
| Participant deferral / active EE | $12,295 | $6,837+79.8% | $5,856+110.0% | $6,977+76.2% |
| Admin fee / account holder | $5,330 | $25,162-78.8% | $20,388-73.9% | $19,030-72.0% |