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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 | $941,656 | $162,136+480.8% | $152,301+518.3% | $154,746+508.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.94% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $10,302 | $4,890+110.7% | $4,624+122.8% | $4,379+135.3% |
| Participant deferral / active EE | $16,300 | $8,341+95.4% | $8,004+103.7% | $6,730+142.2% |
| Admin fee / account holder | $6,444 | $15,759-59.1% | $14,398-55.2% | $14,365-55.1% |