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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 | $644,380 | $157,304+309.6% | $141,197+356.4% | $152,909+321.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.70% | 64.34%-44.6pp | 71.41%-51.7pp | 345.46%-325.8pp |
| Employer contribution / active EE | $12,878 | $5,263+144.7% | $4,736+171.9% | $4,764+170.3% |
| Participant deferral / active EE | $7,411 | $7,111+4.2% | $6,710+10.4% | $5,851+26.7% |
| Admin fee / account holder | $15,364 | $12,126+26.7% | $10,265+49.7% | $11,601+32.4% |