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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 | $563,811 | $172,111+227.6% | $150,298+275.1% | $137,256+310.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.73% | 69.37%-53.6pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $16,574 | $4,636+257.5% | $4,154+299.0% | $4,156+298.8% |
| Participant deferral / active EE | $10,639 | $6,166+72.6% | $5,453+95.1% | $6,407+66.1% |
| Admin fee / account holder | $65,611 | $16,471+298.3% | $14,116+364.8% | $12,270+434.7% |