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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 | $648,194 | $154,228+320.3% | $145,433+345.7% | $137,256+372.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 61.42% | 74.59%-13.2pp | 66.58%-5.2pp | 220.34%-158.9pp |
| Employer contribution / active EE | $13,000 | $4,804+170.6% | $4,554+185.4% | $4,156+212.8% |
| Participant deferral / active EE | $13,000 | $8,216+58.2% | $7,897+64.6% | $6,407+102.9% |
| Admin fee / account holder | $26,625 | $14,344+85.6% | $13,129+102.8% | $12,270+117.0% |