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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 | $758,717 | $225,673+236.2% | $203,872+272.2% | $155,188+388.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 15.48% | 95.91%-80.4pp | 85.11%-69.6pp | 148.84%-133.4pp |
| Employer contribution / active EE | $7,593 | $4,099+85.2% | $3,757+102.1% | $4,248+78.7% |
| Participant deferral / active EE | $22,549 | $6,893+227.1% | $6,388+253.0% | $6,531+245.3% |
| Admin fee / account holder | $36,506 | $12,327+196.1% | $11,730+211.2% | $14,480+152.1% |