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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 | $741,627 | $201,370+268.3% | $184,256+302.5% | $145,897+408.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.65% | 29.05%-9.4pp | 28.85%-9.2pp | 552.29%-532.6pp |
| Employer contribution / active EE | $22,836 | $7,024+225.1% | $6,427+255.3% | $4,663+389.8% |
| Participant deferral / active EE | $17,950 | $9,808+83.0% | $9,133+96.5% | $6,689+168.3% |
| Admin fee / account holder | $50,195 | $16,364+206.7% | $13,899+261.1% | $13,390+274.9% |