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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 | $886,844 | $227,399+290.0% | $189,758+367.4% | $198,609+346.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.66% | 61.03%-42.4pp | 52.62%-34.0pp | 202.70%-184.0pp |
| Employer contribution / active EE | $33,315 | $5,526+502.9% | $4,767+598.9% | $5,055+559.0% |
| Participant deferral / active EE | $22,198 | $6,837+224.7% | $5,856+279.1% | $6,977+218.2% |
| Admin fee / account holder | $8,692 | $25,162-65.5% | $20,388-57.4% | $19,030-54.3% |