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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 | $613,855 | $157,304+290.2% | $141,197+334.7% | $152,909+301.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.55% | 64.34%-35.8pp | 71.41%-42.9pp | 345.46%-316.9pp |
| Employer contribution / active EE | $34,397 | $5,263+553.6% | $4,736+626.2% | $4,764+622.0% |
| Participant deferral / active EE | $24,693 | $7,111+247.2% | $6,710+268.0% | $5,851+322.0% |
| Admin fee / account holder | $41,432 | $12,126+241.7% | $10,265+303.6% | $11,601+257.2% |