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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 | $705,093 | $162,136+334.9% | $152,301+363.0% | $154,746+355.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.00% | 91.02%-79.0pp | 80.50%-68.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $22,296 | $4,890+355.9% | $4,624+382.1% | $4,379+409.2% |
| Participant deferral / active EE | $21,015 | $8,341+152.0% | $8,004+162.6% | $6,730+212.2% |
| Admin fee / account holder | $7,367 | $15,759-53.3% | $14,398-48.8% | $14,365-48.7% |