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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 | $707,658 | $175,259+303.8% | $149,723+372.6% | $139,487+407.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.07% | 166.82%-155.8pp | 134.50%-123.4pp | 373.84%-362.8pp |
| Employer contribution / active EE | $8,203 | $5,478+49.7% | $4,821+70.1% | $4,755+72.5% |
| Participant deferral / active EE | $10,853 | $6,522+66.4% | $5,682+91.0% | $6,713+61.7% |
| Admin fee / account holder | $20,439 | $16,158+26.5% | $13,215+54.7% | $11,407+79.2% |