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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 | $630,731 | $209,425+201.2% | $178,499+253.4% | $158,966+296.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.48% | 188.80%-182.3pp | 151.10%-144.6pp | 302.95%-296.5pp |
| Employer contribution / active EE | $21,715 | $5,707+280.5% | $5,011+333.3% | $4,762+356.0% |
| Participant deferral / active EE | $15,167 | $5,955+154.7% | $5,202+191.5% | $5,983+153.5% |
| Admin fee / account holder | $33,388 | $17,078+95.5% | $13,986+138.7% | $11,250+196.8% |