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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 | $166,089+277.1% | $164,928+279.7% | $145,978+329.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.13% | 100.26%-88.1pp | 70.08%-57.9pp | 550.52%-538.4pp |
| Employer contribution / active EE | $6,760 | $5,276+28.1% | $4,343+55.6% | $4,662+45.0% |
| Participant deferral / active EE | $13,250 | $6,961+90.3% | $6,034+119.6% | $6,690+98.1% |
| Admin fee / account holder | $6,317 | $16,641-62.0% | $12,684-50.2% | $13,400-52.9% |