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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 | $516,984 | $165,381+212.6% | $149,730+245.3% | $158,966+225.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.07% | 348.29%-327.2pp | 276.70%-255.6pp | 302.95%-281.9pp |
| Employer contribution / active EE | $17,534 | $5,104+243.5% | $4,645+277.5% | $4,762+268.2% |
| Participant deferral / active EE | $17,078 | $7,182+137.8% | $6,843+149.6% | $5,983+185.4% |
| Admin fee / account holder | $48,585 | $10,809+349.5% | $9,310+421.8% | $11,250+331.9% |