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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 | $958,761 | $227,399+321.6% | $189,758+405.3% | $198,609+382.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 34.93% | 61.03%-26.1pp | 52.62%-17.7pp | 202.70%-167.8pp |
| Employer contribution / active EE | $14,335 | $5,526+159.4% | $4,767+200.7% | $5,055+183.6% |
| Participant deferral / active EE | $7,750 | $6,837+13.4% | $5,856+32.3% | $6,977+11.1% |
| Admin fee / account holder | $3,000 | $25,162-88.1% | $20,388-85.3% | $19,030-84.2% |