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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 | $717,716 | $175,259+309.5% | $149,723+379.4% | $139,487+414.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.42% | 166.82%-154.4pp | 134.50%-122.1pp | 373.84%-361.4pp |
| Employer contribution / active EE | $29,012 | $5,478+429.6% | $4,821+501.7% | $4,755+510.2% |
| Participant deferral / active EE | $14,985 | $6,522+129.8% | $5,682+163.7% | $6,713+123.2% |
| Admin fee / account holder | $123,642 | $16,158+665.2% | $13,215+835.6% | $11,407+983.9% |