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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 | $572,726 | $156,398+266.2% | $147,318+288.8% | $138,895+312.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.87% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.5pp |
| Employer contribution / active EE | $15,939 | $4,853+228.4% | $4,593+247.0% | $4,194+280.0% |
| Participant deferral / active EE | $12,226 | $8,237+48.4% | $7,906+54.6% | $6,396+91.1% |
| Admin fee / account holder | $179,993 | $14,976+1101.9% | $13,708+1213.1% | $12,562+1332.8% |