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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 | $776,516 | $198,457+291.3% | $170,435+355.6% | $147,586+426.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.10% | 257.30%-238.2pp | 205.94%-186.8pp | 578.59%-559.5pp |
| Employer contribution / active EE | $7,409 | $6,183+19.8% | $5,432+36.4% | $4,876+51.9% |
| Participant deferral / active EE | $5,994 | $5,629+6.5% | $4,939+21.3% | $5,439+10.2% |
| Admin fee / account holder | $2,401 | $16,852-85.8% | $13,881-82.7% | $10,886-77.9% |