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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 | $611,040 | $156,398+290.7% | $147,318+314.8% | $138,895+339.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.03% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $17,766 | $4,853+266.1% | $4,593+286.8% | $4,194+323.6% |
| Participant deferral / active EE | $15,584 | $8,237+89.2% | $7,906+97.1% | $6,396+143.6% |
| Admin fee / account holder | $42,833 | $14,976+186.0% | $13,708+212.5% | $12,562+241.0% |