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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 | $766,039 | $108,912+603.4% | $100,383+663.1% | $145,959+424.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.01% | 57.96%-44.0pp | 49.26%-35.3pp | 561.95%-547.9pp |
| Employer contribution / active EE | $4,240 | $4,423-4.1% | $3,944+7.5% | $4,661-9.0% |
| Participant deferral / active EE | $20,565 | $8,451+143.3% | $8,086+154.3% | $6,689+207.5% |
| Admin fee / account holder | $150,642 | $9,690+1454.6% | $7,900+1806.9% | $13,398+1024.4% |