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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 | $710,430 | $142,426+398.8% | $115,167+516.9% | $152,909+364.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 25.62% | 41.48%-15.9pp | 35.60%-10.0pp | 345.46%-319.8pp |
| Employer contribution / active EE | $20,375 | $4,011+408.0% | $3,179+540.9% | $4,764+327.7% |
| Participant deferral / active EE | $25,000 | $5,165+384.1% | $4,169+499.7% | $5,851+327.3% |
| Admin fee / account holder | $9,115 | $8,464+7.7% | $7,089+28.6% | $11,601-21.4% |