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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 | $538,922 | $185,312+190.8% | $161,489+233.7% | $154,746+248.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.81% | 103.84%-87.0pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $38,107 | $4,769+699.0% | $4,268+792.8% | $4,379+770.2% |
| Participant deferral / active EE | $24,025 | $6,350+278.4% | $5,630+326.7% | $6,730+257.0% |
| Admin fee / account holder | $100,790 | $18,654+440.3% | $16,006+529.7% | $14,365+601.6% |