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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 | $208,088+370.7% | $186,193+426.0% | $154,746+532.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.28% | 89.97%-75.7pp | 78.03%-63.7pp | 172.34%-158.1pp |
| Employer contribution / active EE | $8,977 | $4,340+106.8% | $3,918+129.1% | $4,379+105.0% |
| Participant deferral / active EE | $17,238 | $7,078+143.5% | $6,513+164.7% | $6,730+156.1% |
| Admin fee / account holder | $39,596 | $11,698+238.5% | $11,058+258.1% | $14,365+175.6% |