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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 | $939,781 | $148,629+532.3% | $135,982+591.1% | $139,487+573.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 43.07% | 79.33%-36.3pp | 68.32%-25.3pp | 373.84%-330.8pp |
| Employer contribution / active EE | $10,000 | $5,247+90.6% | $4,859+105.8% | $4,755+110.3% |
| Participant deferral / active EE | $24,500 | $8,102+202.4% | $7,760+215.7% | $6,713+265.0% |
| Admin fee / account holder | $4,688 | $12,406-62.2% | $10,767-56.5% | $11,407-58.9% |