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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 | $181,062+323.0% | $158,223+384.0% | $155,188+393.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.12% | 57.39%-41.3pp | 52.09%-36.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $10,634 | $4,565+133.0% | $4,109+158.8% | $4,248+150.3% |
| Participant deferral / active EE | $9,032 | $6,134+47.2% | $5,467+65.2% | $6,531+38.3% |
| Admin fee / account holder | $45,181 | $18,825+140.0% | $16,047+181.6% | $14,480+212.0% |