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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 | $588,162 | $166,242+253.8% | $165,071+256.3% | $145,884+303.2% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.6%+16.4pp | 80.3%+14.7pp |
| Annual return | 13.59% | 100.44%-86.9pp | 70.17%-56.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $12,775 | $5,283+141.8% | $4,347+193.9% | $4,662+174.0% |
| Participant deferral / active EE | $16,865 | $6,964+142.2% | $6,035+179.4% | $6,690+152.1% |
| Admin fee / account holder | $81,863 | $16,658+391.4% | $12,695+544.8% | $13,392+511.3% |