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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 | $559,036 | $176,120+217.4% | $159,487+250.5% | $167,553+233.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.27% | 331.95%-318.7pp | 263.71%-250.4pp | 478.89%-465.6pp |
| Employer contribution / active EE | $13,822 | $5,299+160.8% | $4,831+186.1% | $4,840+185.6% |
| Participant deferral / active EE | $13,332 | $7,752+72.0% | $7,354+81.3% | $6,343+110.2% |
| Admin fee / account holder | $13,603 | $12,561+8.3% | $10,804+25.9% | $12,316+10.4% |