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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 | $855,743 | $208,088+311.2% | $186,193+359.6% | $154,746+453.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.47% | 89.97%-74.5pp | 78.03%-62.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $16,333 | $4,340+276.4% | $3,918+316.9% | $4,379+273.0% |
| Participant deferral / active EE | $3,667 | $7,078-48.2% | $6,513-43.7% | $6,730-45.5% |
| Admin fee / account holder | $34,515 | $11,698+195.0% | $11,058+212.1% | $14,365+140.3% |