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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 | $680,521 | $162,136+319.7% | $152,301+346.8% | $154,746+339.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.86% | 91.02%-75.2pp | 80.50%-64.6pp | 172.34%-156.5pp |
| Employer contribution / active EE | $12,591 | $4,890+157.5% | $4,624+172.3% | $4,379+187.5% |
| Participant deferral / active EE | $23,778 | $8,341+185.1% | $8,004+197.1% | $6,730+253.3% |
| Admin fee / account holder | $7,309 | $15,759-53.6% | $14,398-49.2% | $14,365-49.1% |