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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 | $185,856+264.3% | $170,028+298.2% | $139,456+385.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.81% | 60.52%-36.7pp | 53.39%-29.6pp | 373.45%-349.6pp |
| Employer contribution / active EE | $43,495 | $7,593+472.8% | $6,788+540.8% | $4,753+815.2% |
| Participant deferral / active EE | $30,000 | $11,623+158.1% | $10,409+188.2% | $6,711+347.0% |
| Admin fee / account holder | $2,298 | $15,387-85.1% | $12,820-82.1% | $11,407-79.9% |