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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 | $185,312+408.6% | $161,489+483.6% | $154,746+509.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 23.09% | 103.84%-80.8pp | 89.72%-66.6pp | 172.34%-149.2pp |
| Employer contribution / active EE | $8,333 | $4,769+74.7% | $4,268+95.2% | $4,379+90.3% |
| Participant deferral / active EE | $16,920 | $6,350+166.5% | $5,630+200.5% | $6,730+151.4% |
| Admin fee / account holder | $17,362 | $18,654-6.9% | $16,006+8.5% | $14,365+20.9% |