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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 | $166,131+328.2% | $164,975+331.2% | $145,877+387.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.15% | 100.37%-90.2pp | 70.12%-60.0pp | 551.28%-541.1pp |
| Employer contribution / active EE | $14,312 | $5,276+171.3% | $4,343+229.6% | $4,663+206.9% |
| Participant deferral / active EE | $14,977 | $6,962+115.1% | $6,033+148.2% | $6,691+123.8% |
| Admin fee / account holder | $6,013 | $16,648-63.9% | $12,688-52.6% | $13,402-55.1% |