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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 | $591,006 | $175,231+237.3% | $149,696+294.8% | $139,466+323.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.07% | 166.77%-148.7pp | 134.46%-116.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $17,035 | $5,478+211.0% | $4,821+253.4% | $4,754+258.3% |
| Participant deferral / active EE | $8,976 | $6,521+37.6% | $5,682+58.0% | $6,712+33.7% |
| Admin fee / account holder | $2,542 | $16,155-84.3% | $13,212-80.8% | $11,409-77.7% |