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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 | $720,215 | $209,336+244.0% | $197,124+265.4% | $137,256+424.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.83% | 48.09%-29.3pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $6,749 | $6,591+2.4% | $6,227+8.4% | $4,156+62.4% |
| Participant deferral / active EE | $21,500 | $9,614+123.6% | $9,135+135.4% | $6,407+235.6% |
| Admin fee / account holder | $251,308 | $17,308+1352.0% | $16,298+1441.9% | $12,270+1948.1% |