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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 | $898,391 | $95,580+839.9% | $76,872+1068.7% | $139,466+544.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.77% | 55.00%-34.2pp | 37.90%-17.1pp | 373.66%-352.9pp |
| Employer contribution / active EE | $5,714 | $3,145+81.7% | $2,533+125.6% | $4,754+20.2% |
| Participant deferral / active EE | $11,500 | $4,623+148.8% | $3,832+200.1% | $6,712+71.3% |
| Admin fee / account holder | $9,239 | $8,302+11.3% | $5,476+68.7% | $11,409-19.0% |