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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 | $637,733 | $175,259+263.9% | $149,723+325.9% | $139,487+357.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.95% | 166.82%-149.9pp | 134.50%-117.5pp | 373.84%-356.9pp |
| Employer contribution / active EE | $33,108 | $5,478+504.3% | $4,821+586.7% | $4,755+596.3% |
| Participant deferral / active EE | $17,469 | $6,522+167.9% | $5,682+207.4% | $6,713+160.2% |
| Admin fee / account holder | $1,415 | $16,158-91.2% | $13,215-89.3% | $11,407-87.6% |