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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 | $635,783 | $175,259+262.8% | $149,723+324.6% | $139,487+355.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.33% | 166.82%-155.5pp | 134.50%-123.2pp | 373.84%-362.5pp |
| Employer contribution / active EE | $24,150 | $5,478+340.8% | $4,821+400.9% | $4,755+407.9% |
| Participant deferral / active EE | $22,704 | $6,522+248.1% | $5,682+299.5% | $6,713+238.2% |
| Admin fee / account holder | $182,908 | $16,158+1032.0% | $13,215+1284.1% | $11,407+1503.4% |