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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 | $613,800 | $209,422+193.1% | $178,503+243.9% | $158,982+286.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.34% | 188.81%-178.5pp | 151.12%-140.8pp | 302.99%-292.7pp |
| Employer contribution / active EE | $8,564 | $5,707+50.1% | $5,011+70.9% | $4,763+79.8% |
| Participant deferral / active EE | $8,300 | $5,955+39.4% | $5,202+59.5% | $5,983+38.7% |
| Admin fee / account holder | $74,962 | $17,079+338.9% | $13,987+435.9% | $11,252+566.2% |