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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 | $979,395 | $225,673+334.0% | $203,872+380.4% | $155,188+531.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 14.28% | 95.91%-81.6pp | 85.11%-70.8pp | 148.84%-134.6pp |
| Employer contribution / active EE | $8,977 | $4,099+119.0% | $3,757+138.9% | $4,248+111.3% |
| Participant deferral / active EE | $17,238 | $6,893+150.1% | $6,388+169.9% | $6,531+163.9% |
| Admin fee / account holder | $39,596 | $12,327+221.2% | $11,730+237.6% | $14,480+173.5% |