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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 | $681,825 | $157,276+333.5% | $141,177+383.0% | $152,885+346.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.06% | 64.33%-37.3pp | 71.40%-44.3pp | 345.39%-318.3pp |
| Employer contribution / active EE | $26,450 | $5,262+402.7% | $4,736+458.5% | $4,763+455.3% |
| Participant deferral / active EE | $18,980 | $7,110+166.9% | $6,710+182.9% | $5,851+224.4% |
| Admin fee / account holder | $1,363 | $12,123-88.8% | $10,263-86.7% | $11,598-88.2% |