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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 | $630,739 | $162,136+289.0% | $152,301+314.1% | $154,746+307.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.07% | 91.02%-74.0pp | 80.50%-63.4pp | 172.34%-155.3pp |
| Employer contribution / active EE | $9,953 | $4,890+103.5% | $4,624+115.2% | $4,379+127.3% |
| Participant deferral / active EE | $6,460 | $8,341-22.5% | $8,004-19.3% | $6,730-4.0% |
| Admin fee / account holder | $59,533 | $15,759+277.8% | $14,398+313.5% | $14,365+314.4% |