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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 | $849,762 | $154,193+451.1% | $130,045+553.4% | $139,466+509.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 81.96% | 32.51%+49.4pp | -137.30%+219.3pp | 373.66%-291.7pp |
| Employer contribution / active EE | $3,134 | $5,292-40.8% | $4,321-27.5% | $4,754-34.1% |
| Participant deferral / active EE | $11,805 | $6,709+76.0% | $5,820+102.8% | $6,712+75.9% |
| Admin fee / account holder | $400 | $13,989-97.1% | $10,600-96.2% | $11,409-96.5% |