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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 | $604,429 | $162,136+272.8% | $152,301+296.9% | $154,746+290.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.42% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $10,962 | $4,890+124.1% | $4,624+137.0% | $4,379+150.3% |
| Participant deferral / active EE | $9,781 | $8,341+17.3% | $8,004+22.2% | $6,730+45.3% |
| Admin fee / account holder | $83,680 | $15,759+431.0% | $14,398+481.2% | $14,365+482.5% |