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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 | $814,137 | $165,361+392.3% | $149,715+443.8% | $158,950+412.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.70% | 348.24%-329.5pp | 276.66%-258.0pp | 302.91%-284.2pp |
| Employer contribution / active EE | $7,564 | $5,103+48.2% | $4,645+62.9% | $4,762+58.8% |
| Participant deferral / active EE | $15,832 | $7,182+120.5% | $6,842+131.4% | $5,983+164.6% |
| Admin fee / account holder | $137,926 | $10,808+1176.1% | $9,310+1381.5% | $11,248+1126.2% |