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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 | $227,291+216.9% | $214,702+235.4% | $155,188+364.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.83% | 60.08%-41.2pp | 54.55%-35.7pp | 148.84%-130.0pp |
| Employer contribution / active EE | $6,749 | $6,772-0.3% | $6,461+4.5% | $4,248+58.9% |
| Participant deferral / active EE | $21,500 | $9,582+124.4% | $9,147+135.1% | $6,531+229.2% |
| Admin fee / account holder | $251,308 | $20,413+1131.1% | $19,830+1167.3% | $14,480+1635.6% |