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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 | $950,536 | $112,131+747.7% | $95,964+890.5% | $158,982+497.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.49% | 171.19%-156.7pp | 91.64%-77.2pp | 302.99%-288.5pp |
| Employer contribution / active EE | $5,479 | $3,199+71.3% | $2,541+115.6% | $4,763+15.0% |
| Participant deferral / active EE | $15,307 | $4,784+220.0% | $4,167+267.4% | $5,983+155.8% |
| Admin fee / account holder | $73,042 | $10,136+620.6% | $6,797+974.6% | $11,252+549.2% |