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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 | $225,673+323.6% | $203,872+368.9% | $155,188+516.0% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 8.53% | 95.91%-87.4pp | 85.11%-76.6pp | 148.84%-140.3pp |
| Employer contribution / active EE | $1,488 | $4,099-63.7% | $3,757-60.4% | $4,248-65.0% |
| Participant deferral / active EE | $15,991 | $6,893+132.0% | $6,388+150.3% | $6,531+144.8% |
| Admin fee / account holder | $17,642 | $12,327+43.1% | $11,730+50.4% | $14,480+21.8% |