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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 | $751,429 | $227,399+230.4% | $189,758+296.0% | $198,609+278.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.85% | 61.03%-44.2pp | 52.62%-35.8pp | 202.70%-185.8pp |
| Employer contribution / active EE | $23,132 | $5,526+318.6% | $4,767+385.3% | $5,055+357.6% |
| Participant deferral / active EE | $17,220 | $6,837+151.9% | $5,856+194.1% | $6,977+146.8% |
| Admin fee / account holder | $2,291 | $25,162-90.9% | $20,388-88.8% | $19,030-88.0% |