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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 | $914,091 | $197,637+362.5% | $177,848+414.0% | $158,982+475.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.67% | 58.77%-51.1pp | 48.33%-40.7pp | 302.99%-295.3pp |
| Employer contribution / active EE | $24,000 | $6,698+258.3% | $5,919+305.5% | $4,763+403.9% |
| Participant deferral / active EE | $4,800 | $8,405-42.9% | $7,714-37.8% | $5,983-19.8% |
| Admin fee / account holder | $3,355 | $15,406-78.2% | $12,431-73.0% | $11,252-70.2% |