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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 | $821,988 | $166,268+394.4% | $165,100+397.9% | $145,897+463.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.86% | 100.52%-79.7pp | 70.21%-49.4pp | 552.29%-531.4pp |
| Employer contribution / active EE | $4,855 | $5,284-8.1% | $4,348+11.7% | $4,663+4.1% |
| Participant deferral / active EE | $9,709 | $6,964+39.4% | $6,035+60.9% | $6,689+45.1% |
| Admin fee / account holder | $1,784 | $16,659-89.3% | $12,696-86.0% | $13,390-86.7% |