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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 | $676,203 | $152,619+343.1% | $125,195+440.1% | $152,909+342.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.65% | 54.85%-34.2pp | 43.79%-23.1pp | 345.46%-324.8pp |
| Employer contribution / active EE | $8,659 | $4,947+75.0% | $3,866+124.0% | $4,764+81.8% |
| Participant deferral / active EE | $12,341 | $5,869+110.3% | $4,937+149.9% | $5,851+110.9% |
| Admin fee / account holder | $54,623 | $13,437+306.5% | $9,704+462.9% | $11,601+370.9% |