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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 | $770,785 | $127,387+505.1% | $115,038+570.0% | $125,389+514.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 220.13% | 31.28%+188.9pp | 26.14%+194.0pp | 282.24%-62.1pp |
| Employer contribution / active EE | $4,425 | $5,166-14.3% | $4,608-4.0% | $4,866-9.1% |
| Participant deferral / active EE | $4,301 | $6,423-33.0% | $6,026-28.6% | $5,352-19.6% |
| Admin fee / account holder | $39,519 | $9,516+315.3% | $8,175+383.4% | $9,541+314.2% |