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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 | $728,596 | $226,135+222.2% | $182,558+299.1% | $152,909+376.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 28.92% | 192.60%-163.7pp | 148.59%-119.7pp | 345.46%-316.5pp |
| Employer contribution / active EE | $9,105 | $4,979+82.9% | $4,076+123.4% | $4,764+91.1% |
| Participant deferral / active EE | $13,822 | $6,371+117.0% | $5,526+150.1% | $5,851+136.2% |
| Admin fee / account holder | $10,938 | $10,707+2.2% | $8,594+27.3% | $11,601-5.7% |