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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 | $608,517 | $185,883+227.4% | $170,043+257.9% | $139,466+336.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.44% | 60.54%-43.1pp | 53.40%-36.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $24,396 | $7,596+221.2% | $6,790+259.3% | $4,754+413.2% |
| Participant deferral / active EE | $21,324 | $11,626+83.4% | $10,410+104.8% | $6,712+217.7% |
| Admin fee / account holder | $30,665 | $15,393+99.2% | $12,824+139.1% | $11,409+168.8% |