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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 | $639,757 | $175,259+265.0% | $149,723+327.3% | $139,487+358.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.89% | 166.82%-148.9pp | 134.50%-116.6pp | 373.84%-355.9pp |
| Employer contribution / active EE | $35,892 | $5,478+555.2% | $4,821+644.4% | $4,755+654.9% |
| Participant deferral / active EE | $21,080 | $6,522+223.2% | $5,682+271.0% | $6,713+214.0% |
| Admin fee / account holder | $97,397 | $16,158+502.8% | $13,215+637.0% | $11,407+753.8% |