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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 | $765,353 | $157,304+386.5% | $141,197+442.0% | $152,909+400.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.94% | 64.34%-48.4pp | 71.41%-55.5pp | 345.46%-329.5pp |
| Employer contribution / active EE | $30,033 | $5,263+470.7% | $4,736+534.1% | $4,764+530.4% |
| Participant deferral / active EE | $3,000 | $7,111-57.8% | $6,710-55.3% | $5,851-48.7% |
| Admin fee / account holder | $23,148 | $12,126+90.9% | $10,265+125.5% | $11,601+99.5% |