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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 | $618,955 | $157,296+293.5% | $141,191+338.4% | $152,897+304.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.75% | 64.34%-38.6pp | 71.41%-45.7pp | 345.43%-319.7pp |
| Employer contribution / active EE | $20,510 | $5,262+289.7% | $4,736+333.1% | $4,764+330.6% |
| Participant deferral / active EE | $6,294 | $7,111-11.5% | $6,710-6.2% | $5,851+7.6% |
| Admin fee / account holder | $6,167 | $12,125-49.1% | $10,264-39.9% | $11,599-46.8% |