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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 | $594,274 | $148,629+299.8% | $135,982+337.0% | $139,487+326.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.90% | 79.33%-65.4pp | 68.32%-54.4pp | 373.84%-359.9pp |
| Employer contribution / active EE | $8,660 | $5,247+65.1% | $4,859+78.2% | $4,755+82.1% |
| Participant deferral / active EE | $27,000 | $8,102+233.2% | $7,760+247.9% | $6,713+302.2% |
| Admin fee / account holder | $19,460 | $12,406+56.9% | $10,767+80.7% | $11,407+70.6% |