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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 | $777,323 | $178,174+336.3% | $156,181+397.7% | $137,256+466.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 26.72% | 84.19%-57.5pp | 64.87%-38.2pp | 220.34%-193.6pp |
| Employer contribution / active EE | $9,595 | $4,972+93.0% | $4,294+123.5% | $4,156+130.9% |
| Participant deferral / active EE | $11,163 | $6,888+62.1% | $6,132+82.0% | $6,407+74.2% |
| Admin fee / account holder | $847 | $17,404-95.1% | $14,586-94.2% | $12,270-93.1% |