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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 | $600,056 | $157,276+281.5% | $141,177+325.0% | $152,885+292.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.65% | 64.33%-42.7pp | 71.40%-49.7pp | 345.39%-323.7pp |
| Employer contribution / active EE | $5,638 | $5,262+7.2% | $4,736+19.1% | $4,763+18.4% |
| Participant deferral / active EE | $10,333 | $7,110+45.3% | $6,710+54.0% | $5,851+76.6% |
| Admin fee / account holder | $114,219 | $12,123+842.2% | $10,263+1012.9% | $11,598+884.8% |