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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 | $166,242+400.4% | $165,071+403.9% | $145,884+470.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.52% | 100.44%-84.9pp | 70.17%-54.7pp | 551.85%-536.3pp |
| Employer contribution / active EE | $11,697 | $5,283+121.4% | $4,347+169.1% | $4,662+150.9% |
| Participant deferral / active EE | $9,970 | $6,964+43.2% | $6,035+65.2% | $6,690+49.0% |
| Admin fee / account holder | $5,154 | $16,658-69.1% | $12,695-59.4% | $13,392-61.5% |