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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 | $670,212 | $227,291+194.9% | $214,702+212.2% | $155,188+331.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 10.52% | 60.08%-49.6pp | 54.55%-44.0pp | 148.84%-138.3pp |
| Employer contribution / active EE | $8,331 | $6,772+23.0% | $6,461+28.9% | $4,248+96.1% |
| Participant deferral / active EE | $12,746 | $9,582+33.0% | $9,147+39.4% | $6,531+95.2% |
| Admin fee / account holder | $55,887 | $20,413+173.8% | $19,830+181.8% | $14,480+286.0% |