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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 | $856,540 | $157,304+444.5% | $141,197+506.6% | $152,909+460.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.82% | 64.34%-46.5pp | 71.41%-53.6pp | 345.46%-327.6pp |
| Employer contribution / active EE | $6,550 | $5,263+24.5% | $4,736+38.3% | $4,764+37.5% |
| Participant deferral / active EE | $12,245 | $7,111+72.2% | $6,710+82.5% | $5,851+109.3% |
| Admin fee / account holder | $60,747 | $12,126+401.0% | $10,265+491.8% | $11,601+423.7% |