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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 | $937,241 | $108,922+760.5% | $100,398+833.5% | $145,978+542.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.83% | 58.04%-45.2pp | 49.32%-36.5pp | 550.52%-537.7pp |
| Employer contribution / active EE | $9,419 | $4,426+112.8% | $3,946+138.7% | $4,662+102.0% |
| Participant deferral / active EE | $9,419 | $8,450+11.5% | $8,084+16.5% | $6,690+40.8% |
| Admin fee / account holder | $366,194 | $9,680+3682.8% | $7,893+4539.4% | $13,400+2632.7% |