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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 | $767,346 | $201,370+281.1% | $184,256+316.5% | $145,897+425.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.71% | 29.05%-11.3pp | 28.85%-11.1pp | 552.29%-534.6pp |
| Employer contribution / active EE | $12,816 | $7,024+82.5% | $6,427+99.4% | $4,663+174.9% |
| Participant deferral / active EE | $21,578 | $9,808+120.0% | $9,133+136.3% | $6,689+222.6% |
| Admin fee / account holder | $1,173 | $16,364-92.8% | $13,899-91.6% | $13,390-91.2% |