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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 | $393,659 | $157,296+150.3% | $141,191+178.8% | $152,897+157.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.87% | 64.34%-46.5pp | 71.41%-53.5pp | 345.43%-327.6pp |
| Employer contribution / active EE | $28,600 | $5,262+443.5% | $4,736+503.9% | $4,764+500.4% |
| Participant deferral / active EE | $6,265 | $7,111-11.9% | $6,710-6.6% | $5,851+7.1% |
| Admin fee / account holder | $12,775 | $12,125+5.4% | $10,264+24.5% | $11,599+10.1% |