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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 | $770,376 | $162,785+373.2% | $133,959+475.1% | $158,950+384.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 199.08% | 41.94%+157.1pp | 45.09%+154.0pp | 302.91%-103.8pp |
| Employer contribution / active EE | $2,560 | $4,975-48.5% | $3,919-34.7% | $4,762-46.2% |
| Participant deferral / active EE | $7,907 | $5,910+33.8% | $5,047+56.7% | $5,983+32.2% |
| Admin fee / account holder | $13,646 | $11,738+16.2% | $8,928+52.8% | $11,248+21.3% |