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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 | $615,260 | $185,905+231.0% | $170,057+261.8% | $139,487+341.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.95% | 60.56%-45.6pp | 53.42%-38.5pp | 373.84%-358.9pp |
| Employer contribution / active EE | $10,000 | $7,597+31.6% | $6,790+47.3% | $4,755+110.3% |
| Participant deferral / active EE | $13,698 | $11,627+17.8% | $10,411+31.6% | $6,713+104.1% |
| Admin fee / account holder | $17,630 | $15,397+14.5% | $12,826+37.5% | $11,407+54.5% |