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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 | $154,228+230.9% | $145,433+250.9% | $137,256+271.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.27% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $13,806 | $4,804+187.4% | $4,554+203.1% | $4,156+232.2% |
| Participant deferral / active EE | $13,795 | $8,216+67.9% | $7,897+74.7% | $6,407+115.3% |
| Admin fee / account holder | $125,339 | $14,344+773.8% | $13,129+854.7% | $12,270+921.5% |