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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 | $461,364 | $183,592+151.3% | $155,574+196.6% | $145,877+216.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.23% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $31,761 | $5,317+497.4% | $4,676+579.3% | $4,663+581.1% |
| Participant deferral / active EE | $19,523 | $6,466+201.9% | $5,629+246.8% | $6,691+191.8% |
| Admin fee / account holder | $62,205 | $19,316+222.0% | $15,914+290.9% | $13,402+364.1% |