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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 | $185,312+172.8% | $161,489+213.1% | $154,746+226.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.87% | 103.84%-88.0pp | 89.72%-73.8pp | 172.34%-156.5pp |
| Employer contribution / active EE | $16,335 | $4,769+242.5% | $4,268+282.7% | $4,379+273.0% |
| Participant deferral / active EE | $7,478 | $6,350+17.8% | $5,630+32.8% | $6,730+11.1% |
| Admin fee / account holder | $40,863 | $18,654+119.1% | $16,006+155.3% | $14,365+184.5% |