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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 | $748,415 | $185,856+302.7% | $170,028+340.2% | $139,456+436.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.15% | 60.52%-45.4pp | 53.39%-38.2pp | 373.45%-358.3pp |
| Employer contribution / active EE | $15,463 | $7,593+103.6% | $6,788+127.8% | $4,753+225.4% |
| Participant deferral / active EE | $14,231 | $11,623+22.4% | $10,409+36.7% | $6,711+112.0% |
| Admin fee / account holder | $23,783 | $15,387+54.6% | $12,820+85.5% | $11,407+108.5% |