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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 | $507,244 | $217,432+133.3% | $185,849+172.9% | $167,536+202.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.00% | 148.42%-137.4pp | 122.10%-111.1pp | 478.82%-467.8pp |
| Employer contribution / active EE | $10,666 | $5,875+81.6% | $5,169+106.4% | $4,839+120.4% |
| Participant deferral / active EE | $9,208 | $6,357+44.8% | $5,569+65.4% | $6,342+45.2% |
| Admin fee / account holder | $36,273 | $19,818+83.0% | $16,244+123.3% | $12,315+194.6% |