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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 | $988,828 | $227,399+334.8% | $189,758+421.1% | $198,609+397.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.63% | 61.03%-47.4pp | 52.62%-39.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $24,689 | $5,526+346.8% | $4,767+418.0% | $5,055+388.4% |
| Participant deferral / active EE | $14,038 | $6,837+105.3% | $5,856+139.7% | $6,977+101.2% |
| Admin fee / account holder | $6,769 | $25,162-73.1% | $20,388-66.8% | $19,030-64.4% |