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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 | $196,972+378.1% | $182,262+416.6% | $198,609+374.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.94% | 158.27%-143.3pp | 140.60%-125.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $10,302 | $5,364+92.1% | $5,046+104.2% | $5,055+103.8% |
| Participant deferral / active EE | $16,300 | $8,643+88.6% | $8,276+96.9% | $6,977+133.6% |
| Admin fee / account holder | $6,444 | $18,429-65.0% | $16,712-61.4% | $19,030-66.1% |