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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 | $531,787 | $102,638+418.1% | $81,982+548.7% | $158,982+234.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 18.51% | 61.05%-42.5pp | 41.31%-22.8pp | 302.99%-284.5pp |
| Employer contribution / active EE | $10,007 | $3,241+208.8% | $2,498+300.6% | $4,763+110.1% |
| Participant deferral / active EE | $7,400 | $4,649+59.2% | $3,722+98.8% | $5,983+23.7% |
| Admin fee / account holder | $8,157 | $8,237-1.0% | $5,665+44.0% | $11,252-27.5% |