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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 | $505,615 | $227,399+122.3% | $189,758+166.5% | $198,609+154.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.87% | 61.03%-45.2pp | 52.62%-36.7pp | 202.70%-186.8pp |
| Employer contribution / active EE | $16,335 | $5,526+195.6% | $4,767+242.7% | $5,055+223.1% |
| Participant deferral / active EE | $7,478 | $6,837+9.4% | $5,856+27.7% | $6,977+7.2% |
| Admin fee / account holder | $40,863 | $25,162+62.4% | $20,388+100.4% | $19,030+114.7% |