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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 | $108,912+798.1% | $100,383+874.4% | $145,959+570.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.36% | 57.96%-47.6pp | 49.26%-38.9pp | 561.95%-551.6pp |
| Employer contribution / active EE | $9,977 | $4,423+125.6% | $3,944+153.0% | $4,661+114.1% |
| Participant deferral / active EE | $17,590 | $8,451+108.1% | $8,086+117.5% | $6,689+163.0% |
| Admin fee / account holder | $7,131 | $9,690-26.4% | $7,900-9.7% | $13,398-46.8% |