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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 | $669,598 | $107,941+520.3% | $91,994+627.9% | $152,909+337.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 25.86% | 89.28%-63.4pp | 69.04%-43.2pp | 345.46%-319.6pp |
| Employer contribution / active EE | $13,411 | $4,212+218.4% | $3,453+288.4% | $4,764+181.5% |
| Participant deferral / active EE | $13,569 | $6,366+113.2% | $5,924+129.1% | $5,851+131.9% |
| Admin fee / account holder | $5,516 | $10,521-47.6% | $7,744-28.8% | $11,601-52.5% |