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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 | $628,169 | $154,159+307.5% | $130,026+383.1% | $139,456+350.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.65% | 32.50%-13.9pp | -137.26%+155.9pp | 373.45%-354.8pp |
| Employer contribution / active EE | $6,854 | $5,292+29.5% | $4,321+58.6% | $4,753+44.2% |
| Participant deferral / active EE | $18,097 | $6,710+169.7% | $5,821+210.9% | $6,711+169.7% |
| Admin fee / account holder | $33,940 | $14,001+142.4% | $10,608+219.9% | $11,407+197.5% |