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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 | $472,296 | $157,304+200.2% | $141,197+234.5% | $152,909+208.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.40% | 64.34%-47.9pp | 71.41%-55.0pp | 345.46%-329.1pp |
| Employer contribution / active EE | $9,369 | $5,263+78.0% | $4,736+97.8% | $4,764+96.7% |
| Participant deferral / active EE | $25,000 | $7,111+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $18,309 | $12,126+51.0% | $10,265+78.4% | $11,601+57.8% |