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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 | $668,914 | $227,399+194.2% | $189,758+252.5% | $198,609+236.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.58% | 61.03%-46.5pp | 52.62%-38.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $19,125 | $5,526+246.1% | $4,767+301.2% | $5,055+278.3% |
| Participant deferral / active EE | $19,000 | $6,837+177.9% | $5,856+224.5% | $6,977+172.3% |
| Admin fee / account holder | $8,494 | $25,162-66.2% | $20,388-58.3% | $19,030-55.4% |