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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 | $517,923 | $227,399+127.8% | $189,758+172.9% | $198,609+160.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.74% | 61.03%-45.3pp | 52.62%-36.9pp | 202.70%-187.0pp |
| Employer contribution / active EE | $36,369 | $5,526+558.1% | $4,767+663.0% | $5,055+619.4% |
| Participant deferral / active EE | $20,645 | $6,837+202.0% | $5,856+252.5% | $6,977+195.9% |
| Admin fee / account holder | $183,950 | $25,162+631.1% | $20,388+802.3% | $19,030+866.6% |