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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 | $648,370 | $227,399+185.1% | $189,758+241.7% | $198,609+226.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 6.71% | 61.03%-54.3pp | 52.62%-45.9pp | 202.70%-196.0pp |
| Employer contribution / active EE | $35,662 | $5,526+545.3% | $4,767+648.2% | $5,055+605.4% |
| Participant deferral / active EE | $20,377 | $6,837+198.0% | $5,856+248.0% | $6,977+192.1% |
| Admin fee / account holder | $419,412 | $25,162+1566.8% | $20,388+1957.2% | $19,030+2103.9% |