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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 | $756,850 | $185,883+307.2% | $170,043+345.1% | $139,466+442.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.56% | 60.54%-41.0pp | 53.40%-33.8pp | 373.66%-354.1pp |
| Employer contribution / active EE | $7,111 | $7,596-6.4% | $6,790+4.7% | $4,754+49.6% |
| Participant deferral / active EE | $12,481 | $11,626+7.4% | $10,410+19.9% | $6,712+86.0% |
| Admin fee / account holder | $2,321 | $15,393-84.9% | $12,824-81.9% | $11,409-79.7% |