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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 | $517,778 | $185,905+178.5% | $170,057+204.5% | $139,487+271.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.31% | 60.56%-47.3pp | 53.42%-40.1pp | 373.84%-360.5pp |
| Employer contribution / active EE | $15,374 | $7,597+102.4% | $6,790+126.4% | $4,755+223.3% |
| Participant deferral / active EE | $18,583 | $11,627+59.8% | $10,411+78.5% | $6,713+176.8% |
| Admin fee / account holder | $32,796 | $15,397+113.0% | $12,826+155.7% | $11,407+187.5% |