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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 | $490,944 | $112,131+337.8% | $95,964+411.6% | $158,982+208.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.98% | 171.19%-162.2pp | 91.64%-82.7pp | 302.99%-294.0pp |
| Employer contribution / active EE | $37,000 | $3,199+1056.6% | $2,541+1355.9% | $4,763+676.9% |
| Participant deferral / active EE | $23,833 | $4,784+398.2% | $4,167+472.0% | $5,983+298.3% |
| Admin fee / account holder | $3,810 | $10,136-62.4% | $6,797-44.0% | $11,252-66.1% |