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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 | $477,911 | $157,296+203.8% | $141,191+238.5% | $152,897+212.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.48% | 64.34%-46.9pp | 71.41%-53.9pp | 345.43%-328.0pp |
| Employer contribution / active EE | $12,369 | $5,262+135.1% | $4,736+161.2% | $4,764+159.7% |
| Participant deferral / active EE | $15,064 | $7,111+111.9% | $6,710+124.5% | $5,851+157.5% |
| Admin fee / account holder | $33,893 | $12,125+179.5% | $10,264+230.2% | $11,599+192.2% |