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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 | $614,388 | $212,386+189.3% | $199,883+207.4% | $138,895+342.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.25% | 47.75%-31.5pp | 43.81%-27.6pp | 145.39%-129.1pp |
| Employer contribution / active EE | $25,559 | $6,625+285.8% | $6,261+308.2% | $4,194+509.4% |
| Participant deferral / active EE | $21,006 | $9,617+118.4% | $9,138+129.9% | $6,396+228.4% |
| Admin fee / account holder | $144,234 | $18,233+691.1% | $17,268+735.3% | $12,562+1048.2% |