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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 | $574,541 | $175,259+227.8% | $149,723+283.7% | $139,487+311.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.96% | 166.82%-149.9pp | 134.50%-117.5pp | 373.84%-356.9pp |
| Employer contribution / active EE | $6,048 | $5,478+10.4% | $4,821+25.4% | $4,755+27.2% |
| Participant deferral / active EE | $7,805 | $6,522+19.7% | $5,682+37.4% | $6,713+16.3% |
| Admin fee / account holder | $57,201 | $16,158+254.0% | $13,215+332.9% | $11,407+401.4% |