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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 | $869,797 | $156,398+456.1% | $147,318+490.4% | $138,895+526.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.64% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $10,648 | $4,853+119.4% | $4,593+131.8% | $4,194+153.9% |
| Participant deferral / active EE | $15,416 | $8,237+87.1% | $7,906+95.0% | $6,396+141.0% |
| Admin fee / account holder | $23,061 | $14,976+54.0% | $13,708+68.2% | $12,562+83.6% |