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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 | $806,795 | $197,637+308.2% | $177,848+353.6% | $158,982+407.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.39% | 58.77%-50.4pp | 48.33%-39.9pp | 302.99%-294.6pp |
| Employer contribution / active EE | $31,640 | $6,698+372.4% | $5,919+434.6% | $4,763+564.3% |
| Participant deferral / active EE | $18,900 | $8,405+124.9% | $7,714+145.0% | $5,983+215.9% |
| Admin fee / account holder | $3,148 | $15,406-79.6% | $12,431-74.7% | $11,252-72.0% |