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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 | $955,910 | $208,088+359.4% | $186,193+413.4% | $154,746+517.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 8.53% | 89.97%-81.4pp | 78.03%-69.5pp | 172.34%-163.8pp |
| Employer contribution / active EE | $1,488 | $4,340-65.7% | $3,918-62.0% | $4,379-66.0% |
| Participant deferral / active EE | $15,991 | $7,078+125.9% | $6,513+145.5% | $6,730+137.6% |
| Admin fee / account holder | $17,642 | $11,698+50.8% | $11,058+59.5% | $14,365+22.8% |