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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 | $545,437 | $227,399+139.9% | $189,758+187.4% | $198,609+174.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.41% | 61.03%-47.6pp | 52.62%-39.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $31,876 | $5,526+476.8% | $4,767+568.7% | $5,055+530.5% |
| Participant deferral / active EE | $31,000 | $6,837+353.4% | $5,856+429.4% | $6,977+344.3% |
| Admin fee / account holder | $45,809 | $25,162+82.1% | $20,388+124.7% | $19,030+140.7% |