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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 | $609,947 | $162,136+276.2% | $152,301+300.5% | $154,746+294.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.26% | 91.02%-76.8pp | 80.50%-66.2pp | 172.34%-158.1pp |
| Employer contribution / active EE | $17,768 | $4,890+263.3% | $4,624+284.2% | $4,379+305.7% |
| Participant deferral / active EE | $17,782 | $8,341+113.2% | $8,004+122.2% | $6,730+164.2% |
| Admin fee / account holder | $71,677 | $15,759+354.8% | $14,398+397.8% | $14,365+399.0% |