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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 | $486,063 | $175,231+177.4% | $149,696+224.7% | $139,466+248.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.75% | 166.77%-140.0pp | 134.46%-107.7pp | 373.66%-346.9pp |
| Employer contribution / active EE | $15,761 | $5,478+187.7% | $4,821+226.9% | $4,754+231.5% |
| Participant deferral / active EE | $17,570 | $6,521+169.4% | $5,682+209.2% | $6,712+161.8% |
| Admin fee / account holder | $61,176 | $16,155+278.7% | $13,212+363.0% | $11,409+436.2% |