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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 | $558,778 | $225,673+147.6% | $203,872+174.1% | $155,188+260.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 10.79% | 95.91%-85.1pp | 85.11%-74.3pp | 148.84%-138.0pp |
| Employer contribution / active EE | $32,063 | $4,099+682.3% | $3,757+753.3% | $4,248+654.8% |
| Participant deferral / active EE | $31,000 | $6,893+349.7% | $6,388+385.3% | $6,531+374.6% |
| Admin fee / account holder | $5,402 | $12,327-56.2% | $11,730-54.0% | $14,480-62.7% |