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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 | $804,972 | $157,296+411.8% | $141,191+470.1% | $152,897+426.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.24% | 64.34%-46.1pp | 71.41%-53.2pp | 345.43%-327.2pp |
| Employer contribution / active EE | $21,518 | $5,262+308.9% | $4,736+354.3% | $4,764+351.7% |
| Participant deferral / active EE | $18,875 | $7,111+165.4% | $6,710+181.3% | $5,851+222.6% |
| Admin fee / account holder | $12,894 | $12,125+6.3% | $10,264+25.6% | $11,599+11.2% |