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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 | $804,084 | $157,304+411.2% | $141,197+469.5% | $152,909+425.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.25% | 64.34%-44.1pp | 71.41%-51.2pp | 345.46%-325.2pp |
| Employer contribution / active EE | $5,186 | $5,263-1.5% | $4,736+9.5% | $4,764+8.9% |
| Participant deferral / active EE | $8,770 | $7,111+23.3% | $6,710+30.7% | $5,851+49.9% |
| Admin fee / account holder | $19,993 | $12,126+64.9% | $10,265+94.8% | $11,601+72.3% |