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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 | $561,470 | $209,422+168.1% | $178,503+214.5% | $158,982+253.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.35% | 188.81%-174.5pp | 151.12%-136.8pp | 302.99%-288.6pp |
| Employer contribution / active EE | $9,772 | $5,707+71.2% | $5,011+95.0% | $4,763+105.2% |
| Participant deferral / active EE | $11,784 | $5,955+97.9% | $5,202+126.5% | $5,983+96.9% |
| Admin fee / account holder | $53,177 | $17,079+211.4% | $13,987+280.2% | $11,252+372.6% |