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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 | $108,911+798.1% | $100,392+874.4% | $145,884+570.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.36% | 58.23%-47.9pp | 49.45%-39.1pp | 551.85%-541.5pp |
| Employer contribution / active EE | $9,977 | $4,420+125.7% | $3,941+153.1% | $4,662+114.0% |
| Participant deferral / active EE | $17,590 | $8,459+107.9% | $8,090+117.4% | $6,690+162.9% |
| Admin fee / account holder | $7,131 | $9,698-26.5% | $7,904-9.8% | $13,392-46.8% |