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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 | $584,449 | $185,312+215.4% | $161,489+261.9% | $154,746+277.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.54% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $24,436 | $4,769+412.4% | $4,268+472.5% | $4,379+458.0% |
| Participant deferral / active EE | $10,740 | $6,350+69.1% | $5,630+90.8% | $6,730+59.6% |
| Admin fee / account holder | $7,883 | $18,654-57.7% | $16,006-50.7% | $14,365-45.1% |