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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 | $614,388 | $209,336+193.5% | $197,124+211.7% | $137,256+347.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.25% | 48.09%-31.8pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $25,559 | $6,591+287.8% | $6,227+310.4% | $4,156+515.0% |
| Participant deferral / active EE | $21,006 | $9,614+118.5% | $9,135+130.0% | $6,407+227.9% |
| Admin fee / account holder | $144,234 | $17,308+733.4% | $16,298+785.0% | $12,270+1075.5% |