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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 | $499,872 | $202,342+147.0% | $172,752+189.4% | $152,897+226.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.99% | 1029.83%-1012.8pp | 802.97%-786.0pp | 345.43%-328.4pp |
| Employer contribution / active EE | $1,968 | $5,858-66.4% | $5,144-61.7% | $4,764-58.7% |
| Participant deferral / active EE | $3,483 | $5,948-41.4% | $5,198-33.0% | $5,851-40.5% |
| Admin fee / account holder | $27,125 | $17,111+58.5% | $13,955+94.4% | $11,599+133.8% |