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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 | $657,822 | $157,276+318.3% | $141,177+366.0% | $152,885+330.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.16% | 64.33%-42.2pp | 71.40%-49.2pp | 345.39%-323.2pp |
| Employer contribution / active EE | $11,273 | $5,262+114.3% | $4,736+138.1% | $4,763+136.7% |
| Participant deferral / active EE | $2,747 | $7,110-61.4% | $6,710-59.1% | $5,851-53.1% |
| Admin fee / account holder | $26,503 | $12,123+118.6% | $10,263+158.2% | $11,598+128.5% |