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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 | $598,473 | $157,296+280.5% | $141,191+323.9% | $152,897+291.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.64% | 64.34%-45.7pp | 71.41%-52.8pp | 345.43%-326.8pp |
| Employer contribution / active EE | $12,275 | $5,262+133.3% | $4,736+159.2% | $4,764+157.7% |
| Participant deferral / active EE | $8,064 | $7,111+13.4% | $6,710+20.2% | $5,851+37.8% |
| Admin fee / account holder | $22,163 | $12,125+82.8% | $10,264+115.9% | $11,599+91.1% |