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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 | $844,246 | $157,304+436.7% | $141,197+497.9% | $152,909+452.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.26% | 64.34%-49.1pp | 71.41%-56.1pp | 345.46%-330.2pp |
| Employer contribution / active EE | $9,135 | $5,263+73.6% | $4,736+92.9% | $4,764+91.8% |
| Participant deferral / active EE | $6,258 | $7,111-12.0% | $6,710-6.7% | $5,851+6.9% |
| Admin fee / account holder | $10,330 | $12,126-14.8% | $10,265+0.6% | $11,601-11.0% |