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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 | $676,999 | $185,883+264.2% | $170,043+298.1% | $139,466+385.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.81% | 60.54%-36.7pp | 53.40%-29.6pp | 373.66%-349.9pp |
| Employer contribution / active EE | $43,495 | $7,596+472.6% | $6,790+540.6% | $4,754+814.9% |
| Participant deferral / active EE | $30,000 | $11,626+158.1% | $10,410+188.2% | $6,712+347.0% |
| Admin fee / account holder | $2,298 | $15,393-85.1% | $12,824-82.1% | $11,409-79.9% |