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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 | $663,880 | $132,634+400.5% | $115,768+473.5% | $137,256+383.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.99% | 160.70%-144.7pp | 100.46%-84.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $19,913 | $3,360+492.7% | $2,940+577.3% | $4,156+379.1% |
| Participant deferral / active EE | $12,634 | $5,619+124.9% | $4,917+157.0% | $6,407+97.2% |
| Admin fee / account holder | $18,542 | $15,028+23.4% | $12,439+49.1% | $12,270+51.1% |