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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 | $609,924 | $144,130+323.2% | $117,861+417.5% | $147,586+313.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.14% | 531.20%-521.1pp | 335.11%-325.0pp | 578.59%-568.5pp |
| Employer contribution / active EE | $19,696 | $4,897+302.2% | $3,786+420.2% | $4,876+303.9% |
| Participant deferral / active EE | $7,808 | $5,316+46.9% | $4,482+74.2% | $5,439+43.6% |
| Admin fee / account holder | $3,685 | $10,887-66.2% | $8,021-54.1% | $10,886-66.2% |