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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 | $961,088 | $183,539+423.6% | $155,556+517.8% | $145,897+558.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.09% | 61.31%-46.2pp | 64.84%-49.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $7,275 | $5,315+36.9% | $4,675+55.6% | $4,663+56.0% |
| Participant deferral / active EE | $15,460 | $6,467+139.1% | $5,631+174.6% | $6,689+131.1% |
| Admin fee / account holder | $39,627 | $19,275+105.6% | $15,885+149.5% | $13,390+195.9% |