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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 | $428,344 | $157,296+172.3% | $141,191+203.4% | $152,897+180.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.10% | 64.34%-44.2pp | 71.41%-51.3pp | 345.43%-325.3pp |
| Employer contribution / active EE | $14,440 | $5,262+174.4% | $4,736+204.9% | $4,764+203.1% |
| Participant deferral / active EE | $7,810 | $7,111+9.8% | $6,710+16.4% | $5,851+33.5% |
| Admin fee / account holder | $20,558 | $12,125+69.6% | $10,264+100.3% | $11,599+77.2% |