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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 | $795,397 | $197,625+302.5% | $177,840+347.3% | $158,966+400.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.33% | 58.76%-39.4pp | 48.32%-29.0pp | 302.95%-283.6pp |
| Employer contribution / active EE | $12,773 | $6,698+90.7% | $5,919+115.8% | $4,762+168.2% |
| Participant deferral / active EE | $14,787 | $8,405+75.9% | $7,714+91.7% | $5,983+147.1% |
| Admin fee / account holder | $6,278 | $15,405-59.2% | $12,431-49.5% | $11,250-44.2% |