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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 | $640,872 | $112,131+471.5% | $95,964+567.8% | $158,982+303.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.07% | 171.19%-157.1pp | 91.64%-77.6pp | 302.99%-288.9pp |
| Employer contribution / active EE | $4,138 | $3,199+29.4% | $2,541+62.8% | $4,763-13.1% |
| Participant deferral / active EE | $7,765 | $4,784+62.3% | $4,167+86.3% | $5,983+29.8% |
| Admin fee / account holder | $16,792 | $10,136+65.7% | $6,797+147.0% | $11,252+49.2% |