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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 | $577,825 | $217,432+165.7% | $185,851+210.9% | $167,553+244.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.99% | 148.43%-131.4pp | 122.11%-105.1pp | 478.89%-461.9pp |
| Employer contribution / active EE | $4,103 | $5,874-30.2% | $5,168-20.6% | $4,840-15.2% |
| Participant deferral / active EE | $11,802 | $6,357+85.6% | $5,569+111.9% | $6,343+86.1% |
| Admin fee / account holder | $32,481 | $19,820+63.9% | $16,245+99.9% | $12,316+163.7% |