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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 | $942,520 | $174,379+440.5% | $152,093+519.7% | $138,895+578.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.09% | 74.86%-51.8pp | 66.36%-43.3pp | 145.39%-122.3pp |
| Employer contribution / active EE | $8,333 | $4,652+79.1% | $4,175+99.6% | $4,194+98.7% |
| Participant deferral / active EE | $16,920 | $6,159+174.7% | $5,451+210.4% | $6,396+164.5% |
| Admin fee / account holder | $17,362 | $16,880+2.9% | $14,497+19.8% | $12,562+38.2% |