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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 | $954,337 | $157,304+506.7% | $141,197+575.9% | $152,909+524.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.03% | 64.34%-41.3pp | 71.41%-48.4pp | 345.46%-322.4pp |
| Employer contribution / active EE | $5,656 | $5,263+7.5% | $4,736+19.4% | $4,764+18.7% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $21,694 | $12,126+78.9% | $10,265+111.3% | $11,601+87.0% |