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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 | $692,753 | $227,633+204.3% | $189,597+265.4% | $167,553+313.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.96% | 78.45%-67.5pp | 64.20%-53.2pp | 478.89%-467.9pp |
| Employer contribution / active EE | $22,754 | $5,317+327.9% | $4,412+415.7% | $4,840+370.2% |
| Participant deferral / active EE | $3,428 | $7,003-51.0% | $6,174-44.5% | $6,343-46.0% |
| Admin fee / account holder | $1,919 | $11,879-83.8% | $9,807-80.4% | $12,316-84.4% |