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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 | $744,210 | $197,819+276.2% | $155,789+377.7% | $125,389+493.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 4.63% | 86.73%-82.1pp | 71.54%-66.9pp | 282.24%-277.6pp |
| Employer contribution / active EE | $12,500 | $4,850+157.7% | $3,839+225.6% | $4,866+156.9% |
| Participant deferral / active EE | $24,000 | $5,631+326.2% | $4,798+400.2% | $5,352+348.5% |
| Admin fee / account holder | $10,869 | $9,544+13.9% | $7,477+45.4% | $9,541+13.9% |