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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 | $758,227 | $157,296+382.0% | $141,191+437.0% | $152,897+395.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.70% | 64.34%-45.6pp | 71.41%-52.7pp | 345.43%-326.7pp |
| Employer contribution / active EE | $8,149 | $5,262+54.9% | $4,736+72.1% | $4,764+71.1% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $6,615 | $12,125-45.4% | $10,264-35.6% | $11,599-43.0% |