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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 | $834,794 | $139,948+496.5% | $121,663+586.2% | $154,746+439.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.20% | 230.52%-214.3pp | 147.54%-131.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $9,375 | $3,521+166.3% | $3,020+210.4% | $4,379+114.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $22,727 | $17,321+31.2% | $14,289+59.1% | $14,365+58.2% |