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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 | $816,016 | $162,136+403.3% | $152,301+435.8% | $154,746+427.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.66% | 91.02%-76.4pp | 80.50%-65.8pp | 172.34%-157.7pp |
| Employer contribution / active EE | $10,969 | $4,890+124.3% | $4,624+137.2% | $4,379+150.5% |
| Participant deferral / active EE | $11,475 | $8,341+37.6% | $8,004+43.4% | $6,730+70.5% |
| Admin fee / account holder | $51,115 | $15,759+224.3% | $14,398+255.0% | $14,365+255.8% |