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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 | $704,365 | $157,304+347.8% | $141,197+398.9% | $152,909+360.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.73% | 64.34%-41.6pp | 71.41%-48.7pp | 345.46%-322.7pp |
| Employer contribution / active EE | $9,222 | $5,263+75.2% | $4,736+94.7% | $4,764+93.6% |
| Participant deferral / active EE | $7,121 | $7,111+0.1% | $6,710+6.1% | $5,851+21.7% |
| Admin fee / account holder | $3,065 | $12,126-74.7% | $10,265-70.1% | $11,601-73.6% |