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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 | $605,143 | $201,370+200.5% | $184,256+228.4% | $145,897+314.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.67% | 29.05%-7.4pp | 28.85%-7.2pp | 552.29%-530.6pp |
| Employer contribution / active EE | $24,257 | $7,024+245.4% | $6,427+277.4% | $4,663+420.2% |
| Participant deferral / active EE | $19,344 | $9,808+97.2% | $9,133+111.8% | $6,689+189.2% |
| Admin fee / account holder | $51,883 | $16,364+217.1% | $13,899+273.3% | $13,390+287.5% |