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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 | $711,453 | $168,635+321.9% | $147,617+382.0% | $125,389+467.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 5.54% | 77.65%-72.1pp | 61.98%-56.4pp | 282.24%-276.7pp |
| Employer contribution / active EE | $31,645 | $6,252+406.1% | $5,564+468.7% | $4,866+550.3% |
| Participant deferral / active EE | $3,000 | $5,507-45.5% | $4,895-38.7% | $5,352-43.9% |
| Admin fee / account holder | $5,137 | $13,580-62.2% | $11,612-55.8% | $9,541-46.2% |