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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 | $156,398+421.8% | $147,318+453.9% | $138,895+487.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.66% | 78.75%-64.1pp | 70.43%-55.8pp | 145.39%-130.7pp |
| Employer contribution / active EE | $10,969 | $4,853+126.0% | $4,593+138.8% | $4,194+161.5% |
| Participant deferral / active EE | $11,475 | $8,237+39.3% | $7,906+45.1% | $6,396+79.4% |
| Admin fee / account holder | $51,115 | $14,976+241.3% | $13,708+272.9% | $12,562+306.9% |