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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 | $621,459 | $157,304+295.1% | $141,197+340.1% | $152,909+306.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 40.37% | 64.34%-24.0pp | 71.41%-31.0pp | 345.46%-305.1pp |
| Employer contribution / active EE | $13,559 | $5,263+157.6% | $4,736+186.3% | $4,764+184.6% |
| Participant deferral / active EE | $13,127 | $7,111+84.6% | $6,710+95.6% | $5,851+124.3% |
| Admin fee / account holder | $31,481 | $12,126+159.6% | $10,265+206.7% | $11,601+171.4% |