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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 | $762,434 | $183,539+315.4% | $155,556+390.1% | $145,897+422.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.17% | 61.31%-52.1pp | 64.84%-55.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $5,271 | $5,315-0.8% | $4,675+12.7% | $4,663+13.0% |
| Participant deferral / active EE | $26,750 | $6,467+313.6% | $5,631+375.1% | $6,689+299.9% |
| Admin fee / account holder | $7,038 | $19,275-63.5% | $15,885-55.7% | $13,390-47.4% |