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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 | $924,314 | $107,941+756.3% | $91,994+904.7% | $152,897+504.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 26.13% | 89.28%-63.1pp | 69.04%-42.9pp | 345.43%-319.3pp |
| Employer contribution / active EE | $6,142 | $4,212+45.8% | $3,453+77.9% | $4,764+28.9% |
| Participant deferral / active EE | $25,000 | $6,366+292.7% | $5,924+322.0% | $5,851+327.3% |
| Admin fee / account holder | $9,698 | $10,521-7.8% | $7,744+25.2% | $11,599-16.4% |