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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 | $935,826 | $157,296+494.9% | $141,191+562.8% | $152,897+512.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.45% | 64.34%-42.9pp | 71.41%-50.0pp | 345.43%-324.0pp |
| Employer contribution / active EE | $24,000 | $5,262+356.1% | $4,736+406.8% | $4,764+403.8% |
| Participant deferral / active EE | $21,917 | $7,111+208.2% | $6,710+226.6% | $5,851+274.6% |
| Admin fee / account holder | $5,140 | $12,125-57.6% | $10,264-49.9% | $11,599-55.7% |