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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 | $810,013 | $176,402+359.2% | $134,162+503.8% | $158,982+409.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.22% | 63.66%-49.4pp | 36.35%-22.1pp | 302.99%-288.8pp |
| Employer contribution / active EE | $30,980 | $5,042+514.4% | $3,705+736.2% | $4,763+550.4% |
| Participant deferral / active EE | $19,609 | $4,093+379.1% | $3,500+460.3% | $5,983+227.7% |
| Admin fee / account holder | $4,523 | $8,719-48.1% | $6,685-32.3% | $11,252-59.8% |