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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 | $784,731 | $227,399+245.1% | $189,758+313.5% | $198,609+295.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.54% | 61.03%-50.5pp | 52.62%-42.1pp | 202.70%-192.2pp |
| Employer contribution / active EE | $11,622 | $5,526+110.3% | $4,767+143.8% | $5,055+129.9% |
| Participant deferral / active EE | $7,227 | $6,837+5.7% | $5,856+23.4% | $6,977+3.6% |
| Admin fee / account holder | $24,147 | $25,162-4.0% | $20,388+18.4% | $19,030+26.9% |