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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 | $597,839 | $174,379+242.8% | $152,093+293.1% | $138,895+330.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.53% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.9pp |
| Employer contribution / active EE | $29,176 | $4,652+527.2% | $4,175+598.9% | $4,194+595.6% |
| Participant deferral / active EE | $15,406 | $6,159+150.1% | $5,451+182.6% | $6,396+140.9% |
| Admin fee / account holder | $48,043 | $16,880+184.6% | $14,497+231.4% | $12,562+282.4% |