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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 | $828,435 | $157,296+426.7% | $141,191+486.7% | $152,897+441.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 36.86% | 64.34%-27.5pp | 71.41%-34.6pp | 345.43%-308.6pp |
| Employer contribution / active EE | $22,330 | $5,262+324.3% | $4,736+371.5% | $4,764+368.8% |
| Participant deferral / active EE | $19,966 | $7,111+180.8% | $6,710+197.6% | $5,851+241.2% |
| Admin fee / account holder | $5,692 | $12,125-53.1% | $10,264-44.5% | $11,599-50.9% |