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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 | $569,644 | $198,457+187.0% | $170,435+234.2% | $147,586+286.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.72% | 257.30%-245.6pp | 205.94%-194.2pp | 578.59%-566.9pp |
| Employer contribution / active EE | $20,901 | $6,183+238.0% | $5,432+284.7% | $4,876+328.6% |
| Participant deferral / active EE | $16,706 | $5,629+196.8% | $4,939+238.2% | $5,439+207.2% |
| Admin fee / account holder | $23,420 | $16,852+39.0% | $13,881+68.7% | $10,886+115.1% |