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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 | $438,035 | $175,212+150.0% | $149,682+192.6% | $139,427+214.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.37% | 166.63%-153.3pp | 134.35%-121.0pp | 373.27%-359.9pp |
| Employer contribution / active EE | $21,963 | $5,475+301.1% | $4,818+355.8% | $4,752+362.2% |
| Participant deferral / active EE | $17,107 | $6,520+162.4% | $5,681+201.1% | $6,711+154.9% |
| Admin fee / account holder | $15,414 | $16,150-4.6% | $13,210+16.7% | $11,404+35.2% |