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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 | $604,728 | $185,905+225.3% | $170,057+255.6% | $139,487+333.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.35% | 60.56%-39.2pp | 53.42%-32.1pp | 373.84%-352.5pp |
| Employer contribution / active EE | $21,805 | $7,597+187.0% | $6,790+221.1% | $4,755+358.6% |
| Participant deferral / active EE | $21,250 | $11,627+82.8% | $10,411+104.1% | $6,713+216.6% |
| Admin fee / account holder | $17,840 | $15,397+15.9% | $12,826+39.1% | $11,407+56.4% |