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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 | $484,987 | $144,124+236.5% | $117,857+311.5% | $147,585+228.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.34% | 531.17%-514.8pp | 335.09%-318.8pp | 578.57%-562.2pp |
| Employer contribution / active EE | $12,304 | $4,897+151.3% | $3,786+225.0% | $4,876+152.3% |
| Participant deferral / active EE | $13,469 | $5,316+153.4% | $4,482+200.5% | $5,439+147.6% |
| Admin fee / account holder | $81,279 | $10,886+646.6% | $8,020+913.4% | $10,885+646.7% |