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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 | $499,883 | $172,111+190.4% | $150,298+232.6% | $137,256+264.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.17% | 69.37%-47.2pp | 62.79%-40.6pp | 220.34%-198.2pp |
| Employer contribution / active EE | $8,215 | $4,636+77.2% | $4,154+97.8% | $4,156+97.7% |
| Participant deferral / active EE | $8,751 | $6,166+41.9% | $5,453+60.5% | $6,407+36.6% |
| Admin fee / account holder | $39,498 | $16,471+139.8% | $14,116+179.8% | $12,270+221.9% |