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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 | $510,377 | $162,136+214.8% | $152,301+235.1% | $154,746+229.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.27% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.1pp |
| Employer contribution / active EE | $13,806 | $4,890+182.3% | $4,624+198.5% | $4,379+215.3% |
| Participant deferral / active EE | $13,795 | $8,341+65.4% | $8,004+72.4% | $6,730+105.0% |
| Admin fee / account holder | $125,339 | $15,759+695.3% | $14,398+770.5% | $14,365+772.5% |