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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 | $618,732 | $157,304+293.3% | $141,197+338.2% | $152,909+304.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.89% | 64.34%-41.5pp | 71.41%-48.5pp | 345.46%-322.6pp |
| Employer contribution / active EE | $15,990 | $5,263+203.8% | $4,736+237.6% | $4,764+235.6% |
| Participant deferral / active EE | $11,430 | $7,111+60.7% | $6,710+70.3% | $5,851+95.3% |
| Admin fee / account holder | $19,297 | $12,126+59.1% | $10,265+88.0% | $11,601+66.3% |