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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 | $698,523 | $115,810+503.2% | $101,271+589.8% | $158,966+339.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.78% | 56.15%-43.4pp | 46.48%-33.7pp | 302.95%-290.2pp |
| Employer contribution / active EE | $40,669 | $4,175+874.0% | $3,660+1011.2% | $4,762+754.0% |
| Participant deferral / active EE | $4,073 | $4,958-17.8% | $4,371-6.8% | $5,983-31.9% |
| Admin fee / account holder | $3,849 | $7,248-46.9% | $5,948-35.3% | $11,250-65.8% |