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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 | $921,491 | $227,399+305.2% | $189,758+385.6% | $198,609+364.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.31% | 61.03%-47.7pp | 52.62%-39.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $31,673 | $5,526+473.1% | $4,767+564.5% | $5,055+526.5% |
| Participant deferral / active EE | $21,163 | $6,837+209.5% | $5,856+261.4% | $6,977+203.3% |
| Admin fee / account holder | $2,973 | $25,162-88.2% | $20,388-85.4% | $19,030-84.4% |