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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 | $973,966 | $166,131+486.3% | $164,975+490.4% | $145,877+567.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.01% | 100.37%-91.4pp | 70.12%-61.1pp | 551.28%-542.3pp |
| Employer contribution / active EE | $33,544 | $5,276+535.8% | $4,343+672.4% | $4,663+619.4% |
| Participant deferral / active EE | $22,253 | $6,962+219.6% | $6,033+268.8% | $6,691+232.6% |
| Admin fee / account holder | $3,576 | $16,648-78.5% | $12,688-71.8% | $13,402-73.3% |