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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 | $789,283 | $166,242+374.8% | $165,071+378.1% | $145,884+441.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.88% | 100.44%-82.6pp | 70.17%-52.3pp | 551.85%-534.0pp |
| Employer contribution / active EE | $20,005 | $5,283+278.7% | $4,347+360.1% | $4,662+329.1% |
| Participant deferral / active EE | $3,408 | $6,964-51.1% | $6,035-43.5% | $6,690-49.1% |
| Admin fee / account holder | $5,483 | $16,658-67.1% | $12,695-56.8% | $13,392-59.1% |