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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 | $626,242 | $166,242+276.7% | $165,071+279.4% | $145,884+329.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.13% | 100.44%-88.3pp | 70.17%-58.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $6,760 | $5,283+28.0% | $4,347+55.5% | $4,662+45.0% |
| Participant deferral / active EE | $13,250 | $6,964+90.3% | $6,035+119.5% | $6,690+98.1% |
| Admin fee / account holder | $6,317 | $16,658-62.1% | $12,695-50.2% | $13,392-52.8% |