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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 | $690,036 | $148,623+364.3% | $135,974+407.5% | $139,466+394.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.19% | 79.30%-59.1pp | 68.30%-48.1pp | 373.66%-353.5pp |
| Employer contribution / active EE | $3,221 | $5,246-38.6% | $4,859-33.7% | $4,754-32.2% |
| Participant deferral / active EE | $10,838 | $8,103+33.8% | $7,760+39.7% | $6,712+61.5% |
| Admin fee / account holder | $14,367 | $12,406+15.8% | $10,767+33.4% | $11,409+25.9% |