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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 | $661,441 | $197,625+234.7% | $177,840+271.9% | $158,966+316.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.67% | 58.76%-41.1pp | 48.32%-30.7pp | 302.95%-285.3pp |
| Employer contribution / active EE | $24,314 | $6,698+263.0% | $5,919+310.8% | $4,762+410.5% |
| Participant deferral / active EE | $16,099 | $8,405+91.5% | $7,714+108.7% | $5,983+169.1% |
| Admin fee / account holder | $54,287 | $15,405+252.4% | $12,431+336.7% | $11,250+382.6% |