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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 | $647,995 | $103,008+529.1% | $90,304+617.6% | $152,897+323.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.54% | 95.22%-70.7pp | 78.13%-53.6pp | 345.43%-320.9pp |
| Employer contribution / active EE | $3,700 | $3,139+17.9% | $2,855+29.6% | $4,764-22.3% |
| Participant deferral / active EE | $4,031 | $4,281-5.9% | $3,885+3.7% | $5,851-31.1% |
| Admin fee / account holder | $13,333 | $6,175+115.9% | $5,354+149.0% | $11,599+14.9% |