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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 | $765,823 | $185,312+313.3% | $161,489+374.2% | $154,746+394.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.12% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $10,634 | $4,769+123.0% | $4,268+149.1% | $4,379+142.8% |
| Participant deferral / active EE | $9,032 | $6,350+42.2% | $5,630+60.4% | $6,730+34.2% |
| Admin fee / account holder | $45,181 | $18,654+142.2% | $16,006+182.3% | $14,365+214.5% |