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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 | $698,502 | $185,856+275.8% | $170,028+310.8% | $139,456+400.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.67% | 60.52%-39.8pp | 53.39%-32.7pp | 373.45%-352.8pp |
| Employer contribution / active EE | $24,584 | $7,593+223.8% | $6,788+262.2% | $4,753+417.3% |
| Participant deferral / active EE | $15,840 | $11,623+36.3% | $10,409+52.2% | $6,711+136.0% |
| Admin fee / account holder | $4,357 | $15,387-71.7% | $12,820-66.0% | $11,407-61.8% |