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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 | $771,427 | $156,398+393.2% | $147,318+423.6% | $138,895+455.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.52% | 78.75%-65.2pp | 70.43%-56.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $21,999 | $4,853+353.3% | $4,593+379.0% | $4,194+424.5% |
| Participant deferral / active EE | $11,942 | $8,237+45.0% | $7,906+51.0% | $6,396+86.7% |
| Admin fee / account holder | $483,523 | $14,976+3128.7% | $13,708+3427.4% | $12,562+3749.0% |