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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 | $918,613 | $172,111+433.7% | $150,298+511.2% | $137,256+569.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.29% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $12,986 | $4,636+180.1% | $4,154+212.6% | $4,156+212.5% |
| Participant deferral / active EE | $8,568 | $6,166+39.0% | $5,453+57.1% | $6,407+33.7% |
| Admin fee / account holder | $9,814 | $16,471-40.4% | $14,116-30.5% | $12,270-20.0% |