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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 | $535,247 | $176,786+202.8% | $146,643+265.0% | $167,536+219.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.31% | 24.04%-3.7pp | 22.75%-2.4pp | 478.82%-458.5pp |
| Employer contribution / active EE | $5,903 | $5,161+14.4% | $4,137+42.7% | $4,839+22.0% |
| Participant deferral / active EE | $14,550 | $6,440+125.9% | $5,506+164.3% | $6,342+129.4% |
| Admin fee / account holder | $48,449 | $13,262+265.3% | $10,280+371.3% | $12,315+293.4% |