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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 | $774,716 | $183,516+322.2% | $155,534+398.1% | $145,884+431.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.54% | 61.43%-42.9pp | 64.92%-46.4pp | 551.85%-533.3pp |
| Employer contribution / active EE | $3,238 | $5,315-39.1% | $4,675-30.7% | $4,662-30.5% |
| Participant deferral / active EE | $11,236 | $6,467+73.7% | $5,630+99.6% | $6,690+68.0% |
| Admin fee / account holder | $58,375 | $19,293+202.6% | $15,900+267.1% | $13,392+335.9% |