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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 | $572,695 | $225,673+153.8% | $203,872+180.9% | $155,188+269.0% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 9.56% | 95.91%-86.4pp | 85.11%-75.5pp | 148.84%-139.3pp |
| Employer contribution / active EE | $13,125 | $4,099+220.2% | $3,757+249.3% | $4,248+209.0% |
| Participant deferral / active EE | $13,000 | $6,893+88.6% | $6,388+103.5% | $6,531+99.0% |
| Admin fee / account holder | $7,152 | $12,327-42.0% | $11,730-39.0% | $14,480-50.6% |