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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 | $493,466 | $157,304+213.7% | $141,197+249.5% | $152,909+222.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.25% | 64.34%-45.1pp | 71.41%-52.2pp | 345.46%-326.2pp |
| Employer contribution / active EE | $19,305 | $5,263+266.8% | $4,736+307.6% | $4,764+305.2% |
| Participant deferral / active EE | $9,556 | $7,111+34.4% | $6,710+42.4% | $5,851+63.3% |
| Admin fee / account holder | $50,551 | $12,126+316.9% | $10,265+392.5% | $11,601+335.8% |