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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 | $596,960 | $157,304+279.5% | $141,197+322.8% | $152,909+290.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.47% | 64.34%-46.9pp | 71.41%-53.9pp | 345.46%-328.0pp |
| Employer contribution / active EE | $11,769 | $5,263+123.6% | $4,736+148.5% | $4,764+147.0% |
| Participant deferral / active EE | $9,201 | $7,111+29.4% | $6,710+37.1% | $5,851+57.2% |
| Admin fee / account holder | $22,170 | $12,126+82.8% | $10,265+116.0% | $11,601+91.1% |