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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 | $831,852 | $166,268+400.3% | $165,100+403.8% | $145,897+470.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.52% | 100.52%-85.0pp | 70.21%-54.7pp | 552.29%-536.8pp |
| Employer contribution / active EE | $11,697 | $5,284+121.4% | $4,348+169.0% | $4,663+150.9% |
| Participant deferral / active EE | $9,970 | $6,964+43.2% | $6,035+65.2% | $6,689+49.0% |
| Admin fee / account holder | $5,154 | $16,659-69.1% | $12,696-59.4% | $13,390-61.5% |