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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 | $503,043 | $181,062+177.8% | $158,223+217.9% | $155,188+224.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.38% | 57.39%-46.0pp | 52.09%-40.7pp | 148.84%-137.5pp |
| Employer contribution / active EE | $19,514 | $4,565+327.5% | $4,109+374.9% | $4,248+359.4% |
| Participant deferral / active EE | $18,758 | $6,134+205.8% | $5,467+243.1% | $6,531+187.2% |
| Admin fee / account holder | $120,928 | $18,825+542.4% | $16,047+653.6% | $14,480+735.2% |