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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 | $622,472 | $102,638+506.5% | $81,982+659.3% | $158,982+291.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 15.65% | 61.05%-45.4pp | 41.31%-25.7pp | 302.99%-287.3pp |
| Employer contribution / active EE | $15,388 | $3,241+374.8% | $2,498+515.9% | $4,763+223.1% |
| Participant deferral / active EE | $9,349 | $4,649+101.1% | $3,722+151.1% | $5,983+56.2% |
| Admin fee / account holder | $1,009 | $8,237-87.7% | $5,665-82.2% | $11,252-91.0% |