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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 | $898,897 | $209,336+329.4% | $197,124+356.0% | $137,256+554.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.39% | 48.09%-25.7pp | 44.34%-21.9pp | 220.34%-197.9pp |
| Employer contribution / active EE | $26,077 | $6,591+295.7% | $6,227+318.7% | $4,156+527.4% |
| Participant deferral / active EE | $16,734 | $9,614+74.1% | $9,135+83.2% | $6,407+161.2% |
| Admin fee / account holder | $8,443 | $17,308-51.2% | $16,298-48.2% | $12,270-31.2% |