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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 | $514,418 | $175,259+193.5% | $149,723+243.6% | $139,487+268.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.59% | 166.82%-151.2pp | 134.50%-118.9pp | 373.84%-358.2pp |
| Employer contribution / active EE | $16,972 | $5,478+209.8% | $4,821+252.0% | $4,755+257.0% |
| Participant deferral / active EE | $12,040 | $6,522+84.6% | $5,682+111.9% | $6,713+79.4% |
| Admin fee / account holder | $34,951 | $16,158+116.3% | $13,215+164.5% | $11,407+206.4% |