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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 | $733,503 | $227,399+222.6% | $189,758+286.5% | $198,609+269.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.03% | 61.03%-52.0pp | 52.62%-43.6pp | 202.70%-193.7pp |
| Employer contribution / active EE | $9,247 | $5,526+67.3% | $4,767+94.0% | $5,055+82.9% |
| Participant deferral / active EE | $5,238 | $6,837-23.4% | $5,856-10.6% | $6,977-24.9% |
| Admin fee / account holder | $8,649 | $25,162-65.6% | $20,388-57.6% | $19,030-54.6% |