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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 | $978,170 | $108,922+798.0% | $100,398+874.3% | $145,978+570.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.36% | 58.04%-47.7pp | 49.32%-39.0pp | 550.52%-540.2pp |
| Employer contribution / active EE | $9,977 | $4,426+125.4% | $3,946+152.8% | $4,662+114.0% |
| Participant deferral / active EE | $17,590 | $8,450+108.2% | $8,084+117.6% | $6,690+162.9% |
| Admin fee / account holder | $7,131 | $9,680-26.3% | $7,893-9.7% | $13,400-46.8% |