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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 | $801,831 | $227,399+252.6% | $189,758+322.6% | $198,609+303.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.24% | 61.03%-47.8pp | 52.62%-39.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $17,930 | $5,526+224.5% | $4,767+276.2% | $5,055+254.7% |
| Participant deferral / active EE | $11,630 | $6,837+70.1% | $5,856+98.6% | $6,977+66.7% |
| Admin fee / account holder | $4,496 | $25,162-82.1% | $20,388-77.9% | $19,030-76.4% |