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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 | $736,156 | $107,941+582.0% | $91,994+700.2% | $152,897+381.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 25.78% | 89.28%-63.5pp | 69.04%-43.3pp | 345.43%-319.7pp |
| Employer contribution / active EE | $22,183 | $4,212+426.7% | $3,453+542.5% | $4,764+365.7% |
| Participant deferral / active EE | $18,661 | $6,366+193.2% | $5,924+215.0% | $5,851+218.9% |
| Admin fee / account holder | $11,239 | $10,521+6.8% | $7,744+45.1% | $11,599-3.1% |