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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 | $656,007 | $157,296+317.1% | $141,191+364.6% | $152,897+329.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.59% | 64.34%-42.8pp | 71.41%-49.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $18,381 | $5,262+249.3% | $4,736+288.1% | $4,764+285.9% |
| Participant deferral / active EE | $7,769 | $7,111+9.3% | $6,710+15.8% | $5,851+32.8% |
| Admin fee / account holder | $1,517 | $12,125-87.5% | $10,264-85.2% | $11,599-86.9% |