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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 | $618,403 | $157,304+293.1% | $141,197+338.0% | $152,909+304.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.48% | 64.34%-33.9pp | 71.41%-40.9pp | 345.46%-315.0pp |
| Employer contribution / active EE | $2,952 | $5,263-43.9% | $4,736-37.7% | $4,764-38.0% |
| Participant deferral / active EE | $30,900 | $7,111+334.5% | $6,710+360.5% | $5,851+428.1% |
| Admin fee / account holder | $21,936 | $12,126+80.9% | $10,265+113.7% | $11,601+89.1% |