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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 | $932,207 | $152,619+510.8% | $125,195+644.6% | $152,909+509.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.13% | 54.85%-36.7pp | 43.79%-25.7pp | 345.46%-327.3pp |
| Employer contribution / active EE | $8,667 | $4,947+75.2% | $3,866+124.2% | $4,764+81.9% |
| Participant deferral / active EE | $12,725 | $5,869+116.8% | $4,937+157.7% | $5,851+117.5% |
| Admin fee / account holder | $16,994 | $13,437+26.5% | $9,704+75.1% | $11,601+46.5% |