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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 | $680,458 | $208,088+227.0% | $186,193+265.5% | $154,746+339.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.73% | 89.97%-75.2pp | 78.03%-63.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $21,663 | $4,340+399.2% | $3,918+452.9% | $4,379+394.7% |
| Participant deferral / active EE | $21,067 | $7,078+197.6% | $6,513+223.5% | $6,730+213.0% |
| Admin fee / account holder | $4,672 | $11,698-60.1% | $11,058-57.7% | $14,365-67.5% |