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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 | $795,298 | $157,304+405.6% | $141,197+463.3% | $152,909+420.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.52% | 64.34%-45.8pp | 71.41%-52.9pp | 345.46%-326.9pp |
| Employer contribution / active EE | $15,486 | $5,263+194.3% | $4,736+227.0% | $4,764+225.1% |
| Participant deferral / active EE | $7,939 | $7,111+11.6% | $6,710+18.3% | $5,851+35.7% |
| Admin fee / account holder | $38,904 | $12,126+220.8% | $10,265+279.0% | $11,601+235.4% |