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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 | $708,447 | $197,637+258.5% | $177,848+298.3% | $158,982+345.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.73% | 58.77%-47.0pp | 48.33%-36.6pp | 302.99%-291.3pp |
| Employer contribution / active EE | $18,333 | $6,698+173.7% | $5,919+209.8% | $4,763+284.9% |
| Participant deferral / active EE | $16,650 | $8,405+98.1% | $7,714+115.8% | $5,983+178.3% |
| Admin fee / account holder | $7,667 | $15,406-50.2% | $12,431-38.3% | $11,252-31.9% |