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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 | $601,159 | $166,268+261.6% | $165,100+264.1% | $145,897+312.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 42.09% | 100.52%-58.4pp | 70.21%-28.1pp | 552.29%-510.2pp |
| Employer contribution / active EE | $9,389 | $5,284+77.7% | $4,348+115.9% | $4,663+101.4% |
| Participant deferral / active EE | $10,791 | $6,964+54.9% | $6,035+78.8% | $6,689+61.3% |
| Admin fee / account holder | $13,015 | $16,659-21.9% | $12,696+2.5% | $13,390-2.8% |