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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 | $934,309 | $155,555+500.6% | $146,866+536.2% | $155,188+502.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.37% | 115.41%-100.0pp | 102.85%-87.5pp | 148.84%-133.5pp |
| Employer contribution / active EE | $18,092 | $4,647+289.3% | $4,425+308.9% | $4,248+325.9% |
| Participant deferral / active EE | $14,011 | $8,044+74.2% | $7,759+80.6% | $6,531+114.5% |
| Admin fee / account holder | $3,200 | $14,755-78.3% | $13,620-76.5% | $14,480-77.9% |