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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 | $943,364 | $209,422+350.5% | $178,503+428.5% | $158,982+493.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.41% | 188.81%-180.4pp | 151.12%-142.7pp | 302.99%-294.6pp |
| Employer contribution / active EE | $4,747 | $5,707-16.8% | $5,011-5.3% | $4,763-0.3% |
| Participant deferral / active EE | $13,550 | $5,955+127.5% | $5,202+160.5% | $5,983+126.4% |
| Admin fee / account holder | $4,570 | $17,079-73.2% | $13,987-67.3% | $11,252-59.4% |