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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 | $521,048 | $154,228+237.8% | $145,433+258.3% | $137,256+279.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.42% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $13,158 | $4,804+173.9% | $4,554+188.9% | $4,156+216.6% |
| Participant deferral / active EE | $11,075 | $8,216+34.8% | $7,897+40.2% | $6,407+72.9% |
| Admin fee / account holder | $30,598 | $14,344+113.3% | $13,129+133.1% | $12,270+149.4% |