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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 | $550,732 | $197,637+178.7% | $177,848+209.7% | $158,982+246.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.47% | 58.77%-47.3pp | 48.33%-36.9pp | 302.99%-291.5pp |
| Employer contribution / active EE | $13,769 | $6,698+105.6% | $5,919+132.6% | $4,763+189.1% |
| Participant deferral / active EE | $17,772 | $8,405+111.5% | $7,714+130.4% | $5,983+197.0% |
| Admin fee / account holder | $48,772 | $15,406+216.6% | $12,431+292.3% | $11,252+333.5% |