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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 | $686,301 | $185,883+269.2% | $170,043+303.6% | $139,466+392.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.97% | 60.54%-46.6pp | 53.40%-39.4pp | 373.66%-359.7pp |
| Employer contribution / active EE | $4,055 | $7,596-46.6% | $6,790-40.3% | $4,754-14.7% |
| Participant deferral / active EE | $7,500 | $11,626-35.5% | $10,410-28.0% | $6,712+11.7% |
| Admin fee / account holder | $5,822 | $15,393-62.2% | $12,824-54.6% | $11,409-49.0% |