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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 | $628,778 | $227,399+176.5% | $189,758+231.4% | $198,609+216.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.10% | 61.03%-49.9pp | 52.62%-41.5pp | 202.70%-191.6pp |
| Employer contribution / active EE | $11,484 | $5,526+107.8% | $4,767+140.9% | $5,055+127.2% |
| Participant deferral / active EE | $7,344 | $6,837+7.4% | $5,856+25.4% | $6,977+5.3% |
| Admin fee / account holder | $6,822 | $25,162-72.9% | $20,388-66.5% | $19,030-64.2% |