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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 | $696,835 | $172,111+304.9% | $150,298+363.6% | $137,256+407.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.76% | 69.37%-57.6pp | 62.79%-51.0pp | 220.34%-208.6pp |
| Employer contribution / active EE | $10,754 | $4,636+132.0% | $4,154+158.9% | $4,156+158.8% |
| Participant deferral / active EE | $29,019 | $6,166+370.7% | $5,453+432.2% | $6,407+352.9% |
| Admin fee / account holder | $99,086 | $16,471+501.6% | $14,116+602.0% | $12,270+707.5% |