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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 | $488,481 | $157,304+210.5% | $141,197+246.0% | $152,909+219.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.34% | 64.34%-42.0pp | 71.41%-49.1pp | 345.46%-323.1pp |
| Employer contribution / active EE | $7,490 | $5,263+42.3% | $4,736+58.1% | $4,764+57.2% |
| Participant deferral / active EE | $14,407 | $7,111+102.6% | $6,710+114.7% | $5,851+146.2% |
| Admin fee / account holder | $41,009 | $12,126+238.2% | $10,265+299.5% | $11,601+253.5% |