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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 | $522,242 | $212,386+145.9% | $199,883+161.3% | $138,895+276.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.29% | 47.75%-29.5pp | 43.81%-25.5pp | 145.39%-127.1pp |
| Employer contribution / active EE | $20,911 | $6,625+215.7% | $6,261+234.0% | $4,194+398.6% |
| Participant deferral / active EE | $25,134 | $9,617+161.3% | $9,138+175.0% | $6,396+292.9% |
| Admin fee / account holder | $44,333 | $18,233+143.1% | $17,268+156.7% | $12,562+252.9% |