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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 | $166,131+261.9% | $164,975+264.4% | $145,877+312.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 42.09% | 100.37%-58.3pp | 70.12%-28.0pp | 551.28%-509.2pp |
| Employer contribution / active EE | $9,389 | $5,276+78.0% | $4,343+116.2% | $4,663+101.4% |
| Participant deferral / active EE | $10,791 | $6,962+55.0% | $6,033+78.8% | $6,691+61.3% |
| Admin fee / account holder | $13,015 | $16,648-21.8% | $12,688+2.6% | $13,402-2.9% |