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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 | $597,395 | $157,296+279.8% | $141,191+323.1% | $152,897+290.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.23% | 64.34%-36.1pp | 71.41%-43.2pp | 345.43%-317.2pp |
| Employer contribution / active EE | $11,332 | $5,262+115.3% | $4,736+139.3% | $4,764+137.9% |
| Participant deferral / active EE | $21,310 | $7,111+199.7% | $6,710+217.6% | $5,851+264.2% |
| Admin fee / account holder | $15,890 | $12,125+31.0% | $10,264+54.8% | $11,599+37.0% |