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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 | $489,849 | $183,516+166.9% | $155,534+214.9% | $145,884+235.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.56% | 61.43%-48.9pp | 64.92%-52.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $13,145 | $5,315+147.3% | $4,675+181.2% | $4,662+181.9% |
| Participant deferral / active EE | $8,013 | $6,467+23.9% | $5,630+42.3% | $6,690+19.8% |
| Admin fee / account holder | $131,375 | $19,293+580.9% | $15,900+726.3% | $13,392+881.0% |