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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 | $945,345 | $209,336+351.6% | $197,124+379.6% | $137,256+588.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.65% | 48.09%-36.4pp | 44.34%-32.7pp | 220.34%-208.7pp |
| Employer contribution / active EE | $9,563 | $6,591+45.1% | $6,227+53.6% | $4,156+130.1% |
| Participant deferral / active EE | $6,125 | $9,614-36.3% | $9,135-32.9% | $6,407-4.4% |
| Admin fee / account holder | $5,179 | $17,308-70.1% | $16,298-68.2% | $12,270-57.8% |