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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 | $645,082 | $90,486+612.9% | $78,676+719.9% | $273,972+135.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.45% | 75.62%-66.2pp | 62.19%-52.7pp | 41.46%-32.0pp |
| Employer contribution / active EE | $15,010 | $3,175+372.8% | $2,850+426.7% | $4,869+208.3% |
| Participant deferral / active EE | $9,600 | $3,901+146.1% | $3,517+173.0% | $5,287+81.6% |
| Admin fee / account holder | $5,602 | $5,263+6.4% | $4,510+24.2% | $10,133-44.7% |