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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 | $659,533 | $227,399+190.0% | $189,758+247.6% | $198,609+232.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.37% | 61.03%-47.7pp | 52.62%-39.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $4,969 | $5,526-10.1% | $4,767+4.2% | $5,055-1.7% |
| Participant deferral / active EE | $11,371 | $6,837+66.3% | $5,856+94.2% | $6,977+63.0% |
| Admin fee / account holder | $89,912 | $25,162+257.3% | $20,388+341.0% | $19,030+372.5% |