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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 | $664,138 | $157,304+322.2% | $141,197+370.4% | $152,909+334.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.13% | 64.34%-36.2pp | 71.41%-43.3pp | 345.46%-317.3pp |
| Employer contribution / active EE | $27,342 | $5,263+419.6% | $4,736+477.3% | $4,764+473.9% |
| Participant deferral / active EE | $6,875 | $7,111-3.3% | $6,710+2.5% | $5,851+17.5% |
| Admin fee / account holder | $16,375 | $12,126+35.0% | $10,265+59.5% | $11,601+41.2% |