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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 | $520,360 | $117,444+343.1% | $99,479+423.1% | $152,909+240.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 9.97% | 31.87%-21.9pp | 30.72%-20.7pp | 345.46%-335.5pp |
| Employer contribution / active EE | $8,888 | $3,014+194.9% | $2,540+249.9% | $4,764+86.6% |
| Participant deferral / active EE | $6,549 | $4,086+60.3% | $3,619+81.0% | $5,851+11.9% |
| Admin fee / account holder | $5,110 | $7,635-33.1% | $6,253-18.3% | $11,601-56.0% |