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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 | $524,617 | $225,673+132.5% | $203,872+157.3% | $155,188+238.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 13.69% | 95.91%-82.2pp | 85.11%-71.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $15,707 | $4,099+283.2% | $3,757+318.0% | $4,248+269.8% |
| Participant deferral / active EE | $1,800 | $6,893-73.9% | $6,388-71.8% | $6,531-72.4% |
| Admin fee / account holder | $3,261 | $12,327-73.5% | $11,730-72.2% | $14,480-77.5% |