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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 | $602,838 | $176,105+242.3% | $159,474+278.0% | $167,536+259.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.55% | 331.91%-316.4pp | 263.68%-248.1pp | 478.82%-463.3pp |
| Employer contribution / active EE | $12,190 | $5,299+130.0% | $4,831+152.3% | $4,839+151.9% |
| Participant deferral / active EE | $13,849 | $7,751+78.7% | $7,353+88.3% | $6,342+118.4% |
| Admin fee / account holder | $218,316 | $12,559+1638.3% | $10,802+1921.0% | $12,315+1672.8% |