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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 | $731,007 | $227,597+221.2% | $189,575+285.6% | $167,536+336.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 25.74% | 78.44%-52.7pp | 64.19%-38.5pp | 478.82%-453.1pp |
| Employer contribution / active EE | $1,647 | $5,316-69.0% | $4,412-62.7% | $4,839-66.0% |
| Participant deferral / active EE | $15,000 | $7,002+114.2% | $6,174+143.0% | $6,342+136.5% |
| Admin fee / account holder | $67,600 | $11,877+469.2% | $9,806+589.4% | $12,315+448.9% |