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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 | $711,306 | $166,268+327.8% | $165,100+330.8% | $145,897+387.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.15% | 100.52%-90.4pp | 70.21%-60.1pp | 552.29%-542.1pp |
| Employer contribution / active EE | $14,312 | $5,284+170.9% | $4,348+229.2% | $4,663+206.9% |
| Participant deferral / active EE | $14,977 | $6,964+115.0% | $6,035+148.1% | $6,689+123.9% |
| Admin fee / account holder | $6,013 | $16,659-63.9% | $12,696-52.6% | $13,390-55.1% |