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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 | $886,127 | $212,386+317.2% | $199,883+343.3% | $138,895+538.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.30% | 47.75%-33.4pp | 43.81%-29.5pp | 145.39%-131.1pp |
| Employer contribution / active EE | $17,737 | $6,625+167.7% | $6,261+183.3% | $4,194+322.9% |
| Participant deferral / active EE | $13,344 | $9,617+38.8% | $9,138+46.0% | $6,396+108.6% |
| Admin fee / account holder | $66,690 | $18,233+265.8% | $17,268+286.2% | $12,562+430.9% |