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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 | $561,273 | $115,814+384.6% | $101,275+454.2% | $158,982+253.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.05% | 56.16%-47.1pp | 46.48%-37.4pp | 302.99%-293.9pp |
| Employer contribution / active EE | $21,532 | $4,176+415.7% | $3,660+488.3% | $4,763+352.1% |
| Participant deferral / active EE | $7,658 | $4,958+54.4% | $4,371+75.2% | $5,983+28.0% |
| Admin fee / account holder | $4,082 | $7,249-43.7% | $5,948-31.4% | $11,252-63.7% |