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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 | $627,256 | $175,257+257.9% | $149,717+319.0% | $139,456+349.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.15% | 166.70%-151.6pp | 134.41%-119.3pp | 373.45%-358.3pp |
| Employer contribution / active EE | $42,604 | $5,477+677.9% | $4,820+784.0% | $4,753+796.4% |
| Participant deferral / active EE | $29,570 | $6,521+353.5% | $5,682+420.4% | $6,711+340.6% |
| Admin fee / account holder | $192,762 | $16,156+1093.2% | $13,213+1358.9% | $11,407+1589.9% |