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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 | $840,767 | $227,291+269.9% | $214,702+291.6% | $155,188+441.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.14% | 60.08%-42.9pp | 54.55%-37.4pp | 148.84%-131.7pp |
| Employer contribution / active EE | $27,296 | $6,772+303.1% | $6,461+322.5% | $4,248+542.6% |
| Participant deferral / active EE | $21,478 | $9,582+124.1% | $9,147+134.8% | $6,531+228.8% |
| Admin fee / account holder | $12,952 | $20,413-36.5% | $19,830-34.7% | $14,480-10.5% |