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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 | $784,808 | $132,099+494.1% | $115,599+578.9% | $138,895+465.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 13.82% | 176.76%-162.9pp | 111.10%-97.3pp | 145.39%-131.6pp |
| Employer contribution / active EE | $17,293 | $3,416+406.2% | $2,955+485.1% | $4,194+312.3% |
| Participant deferral / active EE | $5,897 | $5,617+5.0% | $4,889+20.6% | $6,396-7.8% |
| Admin fee / account holder | $85,763 | $15,650+448.0% | $12,841+567.9% | $12,562+582.7% |