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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 | $495,206 | $162,136+205.4% | $152,301+225.1% | $154,746+220.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.93% | 91.02%-78.1pp | 80.50%-67.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $11,026 | $4,890+125.5% | $4,624+138.4% | $4,379+151.8% |
| Participant deferral / active EE | $15,510 | $8,341+86.0% | $8,004+93.8% | $6,730+130.5% |
| Admin fee / account holder | $3,210 | $15,759-79.6% | $14,398-77.7% | $14,365-77.7% |