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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 | $534,623 | $175,259+205.0% | $149,723+257.1% | $139,487+283.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.49% | 166.82%-153.3pp | 134.50%-121.0pp | 373.84%-360.3pp |
| Employer contribution / active EE | $12,510 | $5,478+128.4% | $4,821+159.5% | $4,755+163.1% |
| Participant deferral / active EE | $8,586 | $6,522+31.7% | $5,682+51.1% | $6,713+27.9% |
| Admin fee / account holder | $57,699 | $16,158+257.1% | $13,215+336.6% | $11,407+405.8% |