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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 | $928,580 | $223,823+314.9% | $211,142+339.8% | $154,746+500.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.04% | 50.39%-30.3pp | 46.84%-26.8pp | 172.34%-152.3pp |
| Employer contribution / active EE | $24,027 | $6,787+254.0% | $6,442+273.0% | $4,379+448.7% |
| Participant deferral / active EE | $17,974 | $9,750+84.3% | $9,284+93.6% | $6,730+167.1% |
| Admin fee / account holder | $8,751 | $19,707-55.6% | $19,076-54.1% | $14,365-39.1% |