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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 | $732,210 | $166,020+341.0% | $164,866+344.1% | $145,959+401.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.67% | 100.08%-81.4pp | 69.97%-51.3pp | 561.95%-543.3pp |
| Employer contribution / active EE | $8,947 | $5,275+69.6% | $4,343+106.0% | $4,661+92.0% |
| Participant deferral / active EE | $30,500 | $6,961+338.2% | $6,033+405.6% | $6,689+356.0% |
| Admin fee / account holder | $6,769 | $16,644-59.3% | $12,689-46.7% | $13,398-49.5% |