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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 | $931,915 | $154,193+504.4% | $130,045+616.6% | $139,466+568.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.29% | 32.51%-13.2pp | -137.30%+156.6pp | 373.66%-354.4pp |
| Employer contribution / active EE | $14,128 | $5,292+167.0% | $4,321+226.9% | $4,754+197.2% |
| Participant deferral / active EE | $14,000 | $6,709+108.7% | $5,820+140.6% | $6,712+108.6% |
| Admin fee / account holder | $106,057 | $13,989+658.1% | $10,600+900.5% | $11,409+829.6% |