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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 | $732,387 | $178,174+311.1% | $156,181+368.9% | $137,256+433.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.56% | 84.19%-71.6pp | 64.87%-52.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $10,132 | $4,972+103.8% | $4,294+136.0% | $4,156+143.8% |
| Participant deferral / active EE | $20,094 | $6,888+191.7% | $6,132+227.7% | $6,407+213.6% |
| Admin fee / account holder | $217,379 | $17,404+1149.0% | $14,586+1390.3% | $12,270+1671.6% |